Owen LaRue’s Pfizer PFE Stock Holding History

Owen LaRue’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 Q2	–	Sell	-38,630	Closed	-$1.07M	–	92
2024 Q1	$1.07M	Buy	+38,630	New	+$1.07M	0.67%	35
2023 Q2	–	Sell	-4,690	Closed	-$235K	–	84
2023 Q1	$235K	Hold	4,690	–	–	0.25%	64
2022 Q4	$235K	Buy	+4,690	New	+$225K	0.25%	64

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Owen LaRue's PFE Position: Q2 2024 in Review

Owen LaRue sold out of Pfizer (PFE) in Q2 2024, closing a stake of 38,630 shares — an estimated $1.07M sold.

Owen LaRue first reported a position in PFE in Q4 2022 and held it in 3 quarters. The position peaked at $1.07M in Q1 2024. 2,874 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

Owen LaRue reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
Owen LaRue sold 38,630 Pfizer shares in Q2 2024, an estimated $1.07M.
Owen LaRue first reported a position in Pfizer in Q4 2022 and held it in 3 quarters.
Owen LaRue's Pfizer position peaked at $1.07M in Q1 2024.
2,874 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Owen LaRue's 13F filing for Q2 2024, filed 24 Jul 2024.