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Paloma Partners’s Pfizer PFE Stock Holding History

Paloma Partners’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
Q4 		– Sell
-246,700
Closed -$7.14M – 876
2024
Q3 		$7.14M Buy
246,700
+40,500
+20% +$1.18M 0.2% 107
2024
Q2 		$5.77M Buy
+206,200
New +$5.68M 0.16% 95
2023
Q4 		– Sell
-260,100
Closed -$8.63M – 897
2023
Q3 		$8.63M Buy
260,100
+43,500
+20% +$1.54M 0.3% 57
2023
Q2 		$7.94M Sell
216,600
-94,600
-30% -$3.68M 0.28% 53
2023
Q1 		$12.7M Buy
311,200
+290,000
+1,368% +$12.5M 0.45% 30
2022
Q4 		$1.09M Sell
21,200
-103,600
-83% -$4.97M 0.05% 348
2022
Q3 		$5.46M Buy
+124,800
New +$6.06M 0.25% 56
2020
Q1 		– Sell
-121,948
Closed -$4.53M – 1869
2019
Q4 		$4.53M Sell
121,948
-298,387
-71% -$10.6M 0.07% 272
2019
Q3 		$14.3M Buy
+420,335
New +$15.3M 0.3% 46
2018
Q4 		– Sell
-246,214
Closed -$10.3M – 1666
2018
Q3 		$10.3M Buy
246,214
+3,794
+2% +$146K 0.19% 73
2018
Q2 		$8.34M Buy
242,420
+187,085
+338% +$6.39M 0.15% 102
2018
Q1 		$1.86M Sell
55,335
-14,861
-21% -$511K 0.03% 621
2017
Q4 		$2.41M Sell
70,196
-3,584
-5% -$122K 0.03% 580
2017
Q3 		$2.5M Sell
73,780
-16,759
-19% -$539K 0.03% 607
2017
Q2 		$2.88M Sell
90,539
-173,383
-66% -$5.47M 0.03% 544
2017
Q1 		$8.57M Buy
+263,922
New +$8.32M 0.1% 149
2016
Q4 		– Sell
-84,320
Closed -$2.71M – 2097
2016
Q3 		$2.71M Hold
84,320
– – 0.03% 404
2016
Q2 		$2.82M Buy
84,320
+42,160
+100% +$1.35M 0.03% 506
2016
Q1 		$1.19M Buy
+42,160
New +$1.2M 0.02% 775
2015
Q3 		– Sell
-1,403,612
Closed -$44.7M – 1836
2015
Q2 		$44.7M Buy
+1,403,612
New +$45.7M 0.86% 12
2015
Q1 		– Sell
-20,026
Closed -$592K – 1379
2014
Q4 		$592K Buy
+20,026
New +$574K 0.03% 605

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Paloma Partners's PFE Position: Q4 2024 in Review

Paloma Partners sold out of Pfizer (PFE) in Q4 2024, closing a stake of 27,741 shares — an estimated $803K sold.

Paloma Partners first reported a position in PFE in Q2 2013 and held it in 35 quarters. The position peaked at $53.9M in Q1 2019. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Paloma Partners reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 27,741 Pfizer shares in Q4 2024, an estimated $803K.
  • Paloma Partners first reported a position in Pfizer in Q2 2013 and held it in 35 quarters.
  • Paloma Partners's Pfizer position peaked at $53.9M in Q1 2019.
  • 2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.