Naman Capital’s Pfizer PFE Stock Holding History

Naman Capital’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
2022 Q4	–	Sell	-100,000	Closed	-$4.38M	–	18
2022 Q3	$4.38M	Hold	100,000	–	–	3.05%	11
2022 Q2	$5.24M	Hold	100,000	–	–	3.74%	10
2022 Q1	$5.18M	Sell	100,000 -140,000	-58%	-$7.26M	3.37%	11
2021 Q4	$14.2M	Hold	240,000	–	–	8.3%	3
2021 Q3	$10.3M	Hold	240,000	–	–	6.36%	7
2021 Q2	$9.4M	Hold	240,000	–	–	4.89%	9
2021 Q1	$8.7M	Buy	240,000 +100,000	+71%	+$3.55M	4.79%	10
2020 Q4	$6.27M	Sell	140,000 -7,560	-5%	-$277K	4.35%	11
2020 Q3	$6.17M	Hold	147,560	–	–	4.77%	11
2020 Q2	$5.49M	Sell	147,560 -105,400	-42%	-$3.58M	4.47%	10
2020 Q1	$7.83M	Hold	252,960	–	–	8%	6
2019 Q4	$9.4M	Hold	252,960	–	–	9.01%	6
2019 Q3	$8.62M	Hold	252,960	–	–	8.5%	7
2019 Q2	$10.4M	Sell	252,960 -105,400	-29%	-$4.19M	10.34%	3
2019 Q1	$3.26M	Buy	358,360 +210,800	+143%	+$8.44M	4.1%	11
2018 Q4	$6.11M	Buy	+147,560	New	+$6.13M	5.2%	6

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Naman Capital's PFE Position: Q4 2022 in Review

Naman Capital sold out of Pfizer (PFE) in Q4 2022, closing a stake of 100,000 shares — an estimated $4.38M sold.

Naman Capital first reported a position in PFE in Q4 2018 and held it in 16 quarters. The position peaked at $14.2M in Q4 2021. 3,266 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

Naman Capital reported no remaining Pfizer position as of Q4 2022 after selling out during the quarter.
Naman Capital sold 100,000 Pfizer shares in Q4 2022, an estimated $4.38M.
Naman Capital first reported a position in Pfizer in Q4 2018 and held it in 16 quarters.
Naman Capital's Pfizer position peaked at $14.2M in Q4 2021.
3,266 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Naman Capital's 13F filing for Q4 2022, filed 14 Feb 2023.