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Naples Money Management’s Pfizer PFE Stock Holding History

Naples Money 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 		$47.3K Sell
1,635
-112
-6% -$3.27K 0.04% 91
2024
Q2 		$49.3K Buy
1,747
+177
+11% +$4.87K 0.04% 81
2024
Q1 		$43.6K Buy
1,570
+92
+6% +$2.55K 0.04% 91
2023
Q4 		$42.5K Buy
+1,478
New +$44.7K 0.04% 95

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Naples Money Management's PFE Position: Q3 2024 in Review

Naples Money Management reduced its Pfizer (PFE) stake by 6.4% in Q3 2024, selling an estimated $3.27K and leaving 1,635 shares worth $47.3K. The position accounts for 0.04% of the portfolio, ranked #91.

Naples Money Management first reported a position in PFE in Q4 2023 and has held it in 4 quarters since. The position peaked at $49.3K in Q2 2024. 2,911 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

  • Naples Money Management held 1,635 shares of Pfizer worth $47.3K as of Q3 2024.
  • Naples Money Management sold 112 Pfizer shares in Q3 2024, an estimated $3.27K.
  • Pfizer made up 0.04% of Naples Money Management's portfolio in Q3 2024, its #91 holding.
  • Naples Money Management first reported a position in Pfizer in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Pfizer position peaked at $49.3K in Q2 2024.
  • 2,911 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.