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OmniStar Financial Group’s Pfizer PFE Stock Holding History

OmniStar Financial Group’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
Q1 		– Sell
-6,806
Closed -$349K – 118
2022
Q4 		$349K Sell
6,806
-17,726
-72% -$850K 0.4% 82
2022
Q3 		$1.07M Sell
24,532
-1,964
-7% -$95.4K 1.28% 25
2022
Q2 		$1.39M Sell
26,496
-2,866
-10% -$146K 1.54% 17
2022
Q1 		$1.52M Buy
29,362
+11,059
+60% +$574K 1.51% 15
2021
Q4 		$1.08M Buy
18,303
+7,734
+73% +$383K 1.1% 27
2021
Q3 		$454K Buy
+10,569
New +$468K 0.54% 73
2021
Q2 		– Sell
-23,845
Closed -$927K – 161
2021
Q1 		$864K Buy
23,845
+910
+4% +$32.3K 1.1% 32
2020
Q4 		$844K Buy
22,935
+1,460
+7% +$53.6K 0.59% 58
2020
Q3 		$748K Sell
21,475
-16,231
-43% -$569K 0.56% 58
2020
Q2 		$1.17M Buy
37,706
+3,334
+10% +$113K 0.97% 36
2020
Q1 		$1.06M Buy
34,372
+23,200
+208% +$791K 1.05% 29
2019
Q4 		$415K Sell
11,172
-696
-6% -$24.8K 0.35% 85
2019
Q3 		$405K Sell
11,868
-22,001
-65% -$800K 0.35% 81
2019
Q2 		$1.39M Sell
33,869
-105
-0.3% -$4.17K 1.25% 29
2019
Q1 		$1.37M Buy
33,974
+7,801
+30% +$312K 1.2% 33
2018
Q4 		$1.08M Buy
26,173
+1,959
+8% +$81.3K 1.11% 41
2018
Q3 		$1.01M Sell
24,214
-34,002
-58% -$1.31M 0.77% 47
2018
Q2 		$2M Buy
58,216
+63
+0.1% +$2.15K 1.91% 14
2018
Q1 		$1.96M Buy
58,153
+2,606
+5% +$89.6K 1.87% 17
2017
Q4 		$1.91M Buy
+55,547
New +$1.89M 1.75% 16

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

OmniStar Financial Group's PFE Position: Q1 2023 in Review

OmniStar Financial Group sold out of Pfizer (PFE) in Q1 2023, closing a stake of 6,806 shares — an estimated $349K sold.

OmniStar Financial Group first reported a position in PFE in Q4 2017 and held it in 20 quarters. The position peaked at $2M in Q2 2018. 3,103 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

  • OmniStar Financial Group reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
  • OmniStar Financial Group sold 6,806 Pfizer shares in Q1 2023, an estimated $349K.
  • OmniStar Financial Group first reported a position in Pfizer in Q4 2017 and held it in 20 quarters.
  • OmniStar Financial Group's Pfizer position peaked at $2M in Q2 2018.
  • 3,103 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on OmniStar Financial Group's 13F filing for Q1 2023, filed 1 May 2023.