Per Stirling Capital Management’s Pfizer PFE Stock Holding History

Per Stirling Capital 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	-10,961	Closed	-$364K	–	219
2023 Q3	$364K	Sell	10,961 -592	-5%	-$20.9K	0.08%	144
2023 Q2	$424K	Sell	11,553 -263	-2%	-$10.2K	0.09%	138
2023 Q1	$482K	Sell	11,816 -2,731	-19%	-$118K	0.1%	116
2022 Q4	$745K	Buy	+14,547	New	+$697K	0.14%	96

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

Per Stirling Capital Management's PFE Position: Q4 2023 in Review

Per Stirling Capital Management sold out of Pfizer (PFE) in Q4 2023, closing a stake of 10,961 shares — an estimated $364K sold.

Per Stirling Capital Management first reported a position in PFE in Q4 2022 and held it in 4 quarters. The position peaked at $745K in Q4 2022. 2,936 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Per Stirling Capital Management reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Per Stirling Capital Management sold 10,961 Pfizer shares in Q4 2023, an estimated $364K.
Per Stirling Capital Management first reported a position in Pfizer in Q4 2022 and held it in 4 quarters.
Per Stirling Capital Management's Pfizer position peaked at $745K in Q4 2022.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Per Stirling Capital Management's 13F filing for Q4 2023, filed 13 Feb 2024.