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Retirement Group’s Pfizer PFE Stock Holding History

Retirement 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
2024
Q1 		$511K Buy
18,421
+9,852
+115% +$273K 0.18% 67
2023
Q4 		$247K Buy
8,569
+1,634
+24% +$49.4K 0.1% 88
2023
Q3 		$230K Buy
6,935
+3,334
+93% +$118K 0.1% 91
2023
Q2 		$132K Buy
3,601
+60
+2% +$2.33K 0.06% 125
2023
Q1 		$144K Buy
3,541
+176
+5% +$7.6K 0.07% 112
2022
Q4 		$172K Sell
3,365
-10,719
-76% -$514K 0.08% 94
2022
Q3 		$616K Buy
14,084
+10,744
+322% +$522K 0.49% 34
2022
Q2 		$175K Buy
3,340
+63
+2% +$3.21K 0.07% 113
2022
Q1 		$170K Buy
3,277
+20
+0.6% +$1.04K 0.07% 125
2021
Q4 		$192K Buy
3,257
+61
+2% +$3.02K 0.08% 122
2021
Q3 		$137K Buy
3,196
+220
+7% +$9.75K 0.06% 142
2021
Q2 		$117K Sell
2,976
-242
-8% -$9.41K 0.06% 147
2021
Q1 		$117K Sell
3,218
-547
-15% -$19.4K 0.05% 168
2020
Q4 		$138K Sell
3,765
-15,120
-80% -$555K 0.06% 152
2020
Q3 		$658K Buy
18,885
+15,556
+467% +$545K 0.37% 52
2020
Q2 		$103K Buy
+3,329
New +$113K 0.06% 162

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Retirement Group's PFE Position: Q1 2024 in Review

Retirement Group increased its Pfizer (PFE) stake by 115% in Q1 2024, buying an estimated $273K and bringing the position to 18,421 shares worth $511K. The position accounts for 0.18% of the portfolio, ranked #67.

Retirement Group first reported a position in PFE in Q2 2020 and has held it in 16 quarters since. The position peaked at $658K in Q3 2020. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

  • Retirement Group held 18,421 shares of Pfizer worth $511K as of Q1 2024.
  • Retirement Group bought 9,852 Pfizer shares in Q1 2024, an estimated $273K.
  • Pfizer made up 0.18% of Retirement Group's portfolio in Q1 2024, its #67 holding.
  • Retirement Group first reported a position in Pfizer in Q2 2020 and has held it in 16 quarters since.
  • Retirement Group's Pfizer position peaked at $658K in Q3 2020.
  • 2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.