O'Brien Greene & Co’s Pfizer PFE Stock Holding History

O'Brien Greene & Co’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 Q4	–	Sell	-9,255	Closed	-$307K	–	131
2023 Q3	$307K	Hold	9,255	–	–	0.11%	102
2023 Q2	$339K	Sell	9,255 -324	-3%	-$12.6K	0.12%	101
2023 Q1	$391K	Sell	9,579 -716	-7%	-$30.9K	0.15%	93
2022 Q4	$527K	Sell	10,295 -21,547	-68%	-$1.03M	0.2%	76
2022 Q3	$1.39M	Buy	31,842 +21,228	+200%	+$1.03M	0.18%	83
2022 Q2	$557K	Hold	10,614	–	–	0.21%	69
2022 Q1	$549K	Sell	10,614 -1,400	-12%	-$72.6K	0.18%	80
2021 Q4	$709K	Sell	12,014 -2	-0%	-$99	0.23%	73
2021 Q3	$517K	Hold	12,016	–	–	0.19%	83
2021 Q2	$471K	Hold	12,016	–	–	0.17%	90
2021 Q1	$436K	Hold	12,016	–	–	0.17%	87
2020 Q4	$442K	Buy	12,016 +6,166	+105%	+$226K	0.18%	86
2020 Q3	$204K	Buy	+5,850	New	+$205K	0.1%	99
2020 Q2	–	Sell	-7,509	Closed	-$232K	–	112
2020 Q1	$232K	Hold	7,509	–	–	0.15%	88
2019 Q4	$279K	Hold	7,509	–	–	0.14%	87
2019 Q3	$256K	Hold	7,509	–	–	0.14%	94
2019 Q2	$308K	Sell	7,509 -2,145	-22%	-$85.2K	0.16%	90
2019 Q1	$389K	Sell	9,654 -609	-6%	-$24.4K	0.2%	86
2018 Q4	$425K	Buy	+10,263	New	+$426K	0.25%	72

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

O'Brien Greene & Co's PFE Position: Q4 2023 in Review

O'Brien Greene & Co sold out of Pfizer (PFE) in Q4 2023, closing a stake of 9,255 shares — an estimated $307K sold.

O'Brien Greene & Co first reported a position in PFE in Q4 2018 and held it in 19 quarters. The position peaked at $1.39M in Q3 2022. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

O'Brien Greene & Co reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
O'Brien Greene & Co sold 9,255 Pfizer shares in Q4 2023, an estimated $307K.
O'Brien Greene & Co first reported a position in Pfizer in Q4 2018 and held it in 19 quarters.
O'Brien Greene & Co's Pfizer position peaked at $1.39M in Q3 2022.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on O'Brien Greene & Co's 13F filing for Q4 2023, filed 2 Feb 2024.