Nikulski Financial’s Pfizer PFE Stock Holding History

Nikulski Financial’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	-12,730	Closed	-$356K	–	133
2024 Q2	$356K	Sell	12,730 -8,296	-39%	-$228K	0.11%	98
2024 Q1	$583K	Sell	21,026 -11,048	-34%	-$307K	0.19%	83
2023 Q4	$923K	Sell	32,074 -17,737	-36%	-$536K	0.34%	75
2023 Q3	$1.65M	Buy	49,811 +8,662	+21%	+$306K	0.68%	42
2023 Q2	$1.51M	Buy	41,149 +2,652	+7%	+$103K	0.62%	43
2023 Q1	$1.57M	Buy	38,497 +1,564	+4%	+$67.5K	0.69%	41
2022 Q4	$1.89M	Buy	36,933 +1,591	+5%	+$76.3K	0.9%	36
2022 Q3	$1.55M	Sell	35,342 -118	-0.3%	-$5.73K	0.8%	37
2022 Q2	$1.86M	Sell	35,460 -75	-0.2%	-$3.82K	0.92%	35
2022 Q1	$1.84M	Sell	35,535 -326	-0.9%	-$16.9K	0.78%	37
2021 Q4	$2.12M	Buy	35,861 +490	+1%	+$24.3K	0.89%	35
2021 Q3	$1.52M	Buy	35,371 +620	+2%	+$27.5K	0.7%	40
2021 Q2	$1.43M	Buy	34,751 +2,185	+7%	+$85K	0.66%	41
2021 Q1	$1.18M	Buy	32,566 +295	+0.9%	+$10.5K	0.61%	44
2020 Q4	$1.19M	Buy	32,271 +2,015	+7%	+$73.9K	0.65%	41
2020 Q3	$1.05M	Buy	+30,256	New	+$1.06M	0.67%	41

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Nikulski Financial's PFE Position: Q3 2024 in Review

Nikulski Financial sold out of Pfizer (PFE) in Q3 2024, closing a stake of 12,730 shares — an estimated $356K sold.

Nikulski Financial first reported a position in PFE in Q3 2020 and held it in 16 quarters. The position peaked at $2.12M in Q4 2021. 2,910 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

Nikulski Financial reported no remaining Pfizer position as of Q3 2024 after selling out during the quarter.
Nikulski Financial sold 12,730 Pfizer shares in Q3 2024, an estimated $356K.
Nikulski Financial first reported a position in Pfizer in Q3 2020 and held it in 16 quarters.
Nikulski Financial's Pfizer position peaked at $2.12M in Q4 2021.
2,910 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on Nikulski Financial's 13F filing for Q3 2024, filed 28 Oct 2024.