North Point Portfolio Managers’s Pfizer PFE Stock Holding History

North Point Portfolio Managers’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	-19,303	Closed	-$559K	–	86
2024 Q3	$559K	Buy	+19,303	New	+$563K	0.09%	61
2022 Q3	–	Sell	-3,888	Closed	-$204K	–	74
2022 Q2	$204K	Hold	3,888	–	–	0.04%	72
2022 Q1	$201K	Hold	3,888	–	–	0.03%	75
2021 Q4	$230K	Buy	+3,888	New	+$193K	0.03%	73
2019 Q3	–	Sell	-5,473	Closed	-$225K	–	79
2019 Q2	$225K	Hold	5,473	–	–	0.04%	66
2019 Q1	$221K	Hold	5,473	–	–	0.04%	66
2018 Q4	$227K	Hold	5,473	–	–	0.05%	55
2018 Q3	$229K	Buy	+5,473	New	+$211K	0.04%	67

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

North Point Portfolio Managers's PFE Position: Q4 2024 in Review

North Point Portfolio Managers sold out of Pfizer (PFE) in Q4 2024, closing a stake of 19,303 shares — an estimated $559K sold.

North Point Portfolio Managers first reported a position in PFE in Q3 2018 and held it in 8 quarters. The position peaked at $559K in Q3 2024. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

North Point Portfolio Managers reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
North Point Portfolio Managers sold 19,303 Pfizer shares in Q4 2024, an estimated $559K.
North Point Portfolio Managers first reported a position in Pfizer in Q3 2018 and held it in 8 quarters.
North Point Portfolio Managers's Pfizer position peaked at $559K in Q3 2024.
2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on North Point Portfolio Managers's 13F filing for Q4 2024, filed 22 Jan 2025.