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Moseley Investment Management’s Pfizer PFE Stock Holding History

Moseley Investment Management’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,595
Closed -$352K – 156
2024
Q2 		$352K Buy
12,595
+4
+0% +$110 0.16% 99
2024
Q1 		$349K Sell
12,591
-3,998
-24% -$111K 0.17% 98
2023
Q4 		$478K Sell
16,589
-9,633
-37% -$291K 0.27% 88
2023
Q3 		$870K Sell
26,222
-782
-3% -$27.7K 0.52% 50
2023
Q2 		$991K Buy
27,004
+39
+0.1% +$1.52K 0.58% 44
2023
Q1 		$1.1M Sell
26,965
-56
-0.2% -$2.42K 0.71% 39
2022
Q4 		$1.38M Sell
27,021
-207
-0.8% -$9.92K 0.99% 29
2022
Q3 		$1.19M Sell
27,228
-1,844
-6% -$89.6K 0.87% 31
2022
Q2 		$1.52M Buy
29,072
+1,044
+4% +$53.2K 1.06% 27
2022
Q1 		$1.45M Buy
28,028
+650
+2% +$33.7K 0.78% 37
2021
Q4 		$1.62M Buy
27,378
+174
+0.6% +$8.62K 0.73% 46
2021
Q3 		$1.17M Buy
27,204
+792
+3% +$35.1K 0.58% 53
2021
Q2 		$1.03M Buy
26,412
+6,036
+30% +$235K 0.51% 63
2021
Q1 		$738K Buy
20,376
+179
+0.9% +$6.36K 0.41% 73
2020
Q4 		$743K Buy
20,197
+390
+2% +$14.3K 0.43% 69
2020
Q3 		$690K Sell
19,807
-2,386
-11% -$83.7K 0.49% 57
2020
Q2 		$689K Sell
22,193
-409
-2% -$13.9K 0.57% 54
2020
Q1 		$700K Sell
22,602
-284
-1% -$9.68K 0.82% 39
2019
Q4 		$851K Sell
22,886
-981
-4% -$34.9K 0.84% 40
2019
Q3 		$814K Sell
23,867
-3,610
-13% -$131K 0.85% 38
2019
Q2 		$1.13M Buy
27,477
+2,409
+10% +$95.7K 1.05% 31
2019
Q1 		$1.01M Buy
+25,068
New +$1M 1.05% 28

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Moseley Investment Management's PFE Position: Q3 2024 in Review

Moseley Investment Management sold out of Pfizer (PFE) in Q3 2024, closing a stake of 12,595 shares — an estimated $352K sold.

Moseley Investment Management first reported a position in PFE in Q1 2019 and held it in 22 quarters. The position peaked at $1.62M in Q4 2021. 2,910 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

  • Moseley Investment Management reported no remaining Pfizer position as of Q3 2024 after selling out during the quarter.
  • Moseley Investment Management sold 12,595 Pfizer shares in Q3 2024, an estimated $352K.
  • Moseley Investment Management first reported a position in Pfizer in Q1 2019 and held it in 22 quarters.
  • Moseley Investment Management's Pfizer position peaked at $1.62M in Q4 2021.
  • 2,910 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on Moseley Investment Management's 13F filing for Q3 2024, filed 16 Oct 2024.