New Century Financial Group’s Pfizer PFE Stock Holding History

New Century Financial Group’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 Q4	–	Sell	-6,977	Closed	-$202K	–	323
2024 Q3	$202K	Buy	+6,977	New	+$204K	0.07%	306
2024 Q2	–	Sell	-42,435	Closed	-$1.18M	–	301
2024 Q1	$1.18M	Buy	+42,435	New	+$1.18M	0.82%	29

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

New Century Financial Group's PFE Position: Q4 2024 in Review

New Century Financial Group sold out of Pfizer (PFE) in Q4 2024, closing a stake of 6,977 shares — an estimated $202K sold.

New Century Financial Group first reported a position in PFE in Q1 2024 and held it in 2 quarters. The position peaked at $1.18M in Q1 2024. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

New Century Financial Group reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
New Century Financial Group sold 6,977 Pfizer shares in Q4 2024, an estimated $202K.
New Century Financial Group first reported a position in Pfizer in Q1 2024 and held it in 2 quarters.
New Century Financial Group's Pfizer position peaked at $1.18M in Q1 2024.
2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on New Century Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.