Oak Harvest Investment Services’s Pfizer PFE Stock Holding History

Oak Harvest Investment Services’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
2023 Q3	–	Sell	-112,393	Closed	-$4.12M	–	116
2023 Q2	$4.12M	Buy	112,393 +86,474	+334%	+$3.37M	0.92%	39
2023 Q1	$1.06M	Buy	+25,919	New	+$1.12M	0.24%	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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Oak Harvest Investment Services's PFE Position: Q3 2023 in Review

Oak Harvest Investment Services sold out of Pfizer (PFE) in Q3 2023, closing a stake of 112,393 shares — an estimated $4.12M sold.

Oak Harvest Investment Services first reported a position in PFE in Q1 2023 and held it in 2 quarters. The position peaked at $4.12M in Q2 2023. 2,926 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Oak Harvest Investment Services reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Oak Harvest Investment Services sold 112,393 Pfizer shares in Q3 2023, an estimated $4.12M.
Oak Harvest Investment Services first reported a position in Pfizer in Q1 2023 and held it in 2 quarters.
Oak Harvest Investment Services's Pfizer position peaked at $4.12M in Q2 2023.
2,926 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Oak Harvest Investment Services's 13F filing for Q3 2023, filed 25 Oct 2023.