Palisades Hudson Asset Management’s Pfizer PFE Stock Holding History

Palisades Hudson Asset 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
2023 Q4	–	Sell	-7,157	Closed	-$237K	–	98
2023 Q3	$237K	Sell	7,157 -54	-0.7%	-$1.91K	0.13%	82
2023 Q2	$265K	Sell	7,211 -2,498	-26%	-$97.2K	0.14%	77
2023 Q1	$396K	Sell	9,709 -903	-9%	-$39K	0.21%	59
2022 Q4	$544K	Buy	10,612 +83	+0.8%	+$3.98K	0.3%	45
2022 Q3	$461K	Sell	10,529 -1,614	-13%	-$78.4K	0.28%	50
2022 Q2	$636K	Buy	12,143 +1,740	+17%	+$88.7K	0.36%	37
2022 Q1	$539K	Hold	10,403	–	–	0.25%	55
2021 Q4	$614K	Hold	10,403	–	–	0.26%	50
2021 Q3	$447K	Hold	10,403	–	–	0.2%	61
2021 Q2	$407K	Hold	10,403	–	–	0.18%	66
2021 Q1	$377K	Hold	10,403	–	–	0.18%	64
2020 Q4	$383K	Sell	10,403 -562	-5%	-$20.6K	0.2%	61
2020 Q3	$382K	Hold	10,965	–	–	0.25%	57
2020 Q2	$340K	Hold	10,965	–	–	0.23%	59
2020 Q1	$340K	Hold	10,965	–	–	0.29%	48
2019 Q4	$408K	Hold	10,965	–	–	0.26%	50
2019 Q3	$374K	Hold	10,965	–	–	0.26%	53
2019 Q2	$451K	Hold	10,965	–	–	0.31%	45
2019 Q1	$442K	Sell	10,965 -7,384	-40%	-$296K	0.29%	44
2018 Q4	$760K	Hold	18,349	–	–	0.44%	28
2018 Q3	$767K	Sell	18,349 -2,980	-14%	-$115K	0.4%	26
2018 Q2	$734K	Hold	21,329	–	–	0.4%	26
2018 Q1	$718K	Hold	21,329	–	–	0.39%	27
2017 Q4	$733K	Hold	21,329	–	–	0.4%	26
2017 Q3	$722K	Hold	21,329	–	–	0.41%	26
2017 Q2	$680K	Hold	21,329	–	–	0.4%	25
2017 Q1	$692K	Sell	21,329 -467	-2%	-$14.7K	0.44%	24
2016 Q4	$672K	Hold	21,796	–	–	0.41%	24
2016 Q3	$700K	Hold	21,796	–	–	0.54%	21
2016 Q2	$728K	Sell	21,796 -1,696	-7%	-$54.1K	0.59%	21
2016 Q1	$661K	Hold	23,492	–	–	0.52%	23
2015 Q4	$719K	Hold	23,492	–	–	0.61%	23
2015 Q3	$700K	Hold	23,492	–	–	0.62%	19
2015 Q2	$747K	Sell	23,492 -2,319	-9%	-$75.6K	0.64%	15
2015 Q1	$852K	Hold	25,811	–	–	0.66%	14
2014 Q4	$763K	Hold	25,811	–	–	0.6%	14
2014 Q3	$724K	Buy	25,811 +6,059	+31%	+$170K	0.59%	13
2014 Q2	$556K	Sell	19,752 -170	-0.9%	-$4.85K	0.46%	16
2014 Q1	$607K	Buy	19,922 +170	+0.9%	+$5.07K	0.52%	15
2013 Q4	$574K	Hold	19,752	–	–	0.48%	16
2013 Q3	$538K	Hold	19,752	–	–	0.48%	15
2013 Q2	$525K	Buy	+19,752	New	+$546K	0.5%	16

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

Palisades Hudson Asset Management's PFE Position: Q4 2023 in Review

Palisades Hudson Asset Management sold out of Pfizer (PFE) in Q4 2023, closing a stake of 7,157 shares — an estimated $237K sold.

Palisades Hudson Asset Management first reported a position in PFE in Q2 2013 and held it in 42 quarters. The position peaked at $852K in Q1 2015. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Palisades Hudson Asset Management reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Palisades Hudson Asset Management sold 7,157 Pfizer shares in Q4 2023, an estimated $237K.
Palisades Hudson Asset Management first reported a position in Pfizer in Q2 2013 and held it in 42 quarters.
Palisades Hudson Asset Management's Pfizer position peaked at $852K in Q1 2015.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Palisades Hudson Asset Management's 13F filing for Q4 2023, filed 12 Feb 2024.