NIM
PFE icon

NuWave Investment Management’s Pfizer PFE Stock Holding History

NuWave Investment 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
2022
Q3 		$550K Buy
+12,571
New +$611K 0.63% 52
2022
Q2 		– Sell
-14,675
Closed -$760K – 335
2022
Q1 		$760K Buy
+14,675
New +$761K 1.02% 19
2021
Q4 		– Sell
-18,850
Closed -$811K – 395
2021
Q3 		$811K Buy
+18,850
New +$835K 0.93% 22
2021
Q2 		– Sell
-8,521
Closed -$309K – 396
2021
Q1 		$309K Buy
8,521
+7,423
+676% +$264K 0.39% 93
2020
Q4 		$40K Sell
1,098
-449
-29% -$16.5K 0.05% 257
2020
Q3 		$54K Buy
1,547
+1,260
+439% +$44.2K 0.08% 239
2020
Q2 		$9K Buy
+287
New +$9.75K 0.01% 333
2020
Q1 		– Sell
-475
Closed -$18K – 361
2019
Q4 		$18K Sell
475
-26,873
-98% -$957K 0.02% 300
2019
Q3 		$932K Buy
27,348
+26,032
+1,978% +$947K 0.93% 21
2019
Q2 		$54K Sell
1,316
-12,283
-90% -$488K 0.06% 212
2019
Q1 		$547K Buy
13,599
+3,260
+32% +$131K 0.64% 51
2018
Q4 		$429K Buy
+10,339
New +$429K 0.73% 44
2018
Q3 		– Sell
-11,283
Closed -$388K – 425
2018
Q2 		$388K Sell
11,283
-14,199
-56% -$485K 0.51% 84
2018
Q1 		$853K Buy
25,482
+14,547
+133% +$500K 1.34% 17
2017
Q4 		$376K Buy
+10,935
New +$373K 0.44% 90
2014
Q3 		– Sell
-6,852
Closed -$193K – 336
2014
Q2 		$193K Buy
6,852
+5,441
+386% +$155K 0.5% 81
2014
Q1 		$43K Sell
1,411
-19,097
-93% -$569K 0.13% 168
2013
Q4 		$596K Buy
20,508
+1,651
+9% +$48.1K 0.53% 73
2013
Q3 		$514K Buy
18,857
+18,426
+4,275% +$501K 0.47% 76
2013
Q2 		$11K Buy
+431
New +$11.9K 0.01% 257

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NuWave Investment Management's PFE Position: Q3 2022 in Review

NuWave Investment Management opened a new position in Pfizer (PFE) in Q3 2022: 12,571 shares worth $550K. The stake represents 0.63% of the portfolio and ranks #52 among its holdings. This is a return to the name: NuWave Investment Management previously reported a position in PFE as recently as Q1 2022.

NuWave Investment Management first reported a position in PFE in Q2 2013 and has held it in 20 quarters since. The position peaked at $932K in Q3 2019. 3,086 funds tracked by Wall St. Rank hold PFE as of Q3 2022.

  • NuWave Investment Management held 12,571 shares of Pfizer worth $550K as of Q3 2022.
  • Pfizer was a new NuWave Investment Management position in Q3 2022.
  • Pfizer made up 0.63% of NuWave Investment Management's portfolio in Q3 2022, its #52 holding.
  • NuWave Investment Management first reported a position in Pfizer in Q2 2013 and has held it in 20 quarters since.
  • NuWave Investment Management's Pfizer position peaked at $932K in Q3 2019.
  • 3,086 funds tracked by Wall St. Rank held Pfizer as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.