Rosenblum Silverman Sutton’s Pfizer PFE Stock Holding History

Rosenblum Silverman Sutton’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 Q1	–	Sell	-4,795	Closed	-$246K	–	64
2022 Q4	$246K	Sell	4,795 -1,000	-17%	-$47.9K	0.09%	60
2022 Q3	$254K	Sell	5,795 -925	-14%	-$44.9K	0.09%	68
2022 Q2	$352K	Hold	6,720	–	–	0.11%	65
2022 Q1	$348K	Hold	6,720	–	–	0.09%	62
2021 Q4	$397K	Hold	6,720	–	–	0.09%	60
2021 Q3	$289K	Hold	6,720	–	–	0.07%	64
2021 Q2	$263K	Hold	6,720	–	–	0.06%	67
2021 Q1	$243K	Hold	6,720	–	–	0.06%	66
2020 Q4	$247K	Sell	6,720 -363	-5%	-$13.3K	0.06%	64
2020 Q3	$247K	Buy	+7,083	New	+$248K	0.07%	61
2019 Q4	–	Sell	-6,213	Closed	-$212K	–	57
2019 Q3	$212K	Sell	6,213 -185	-3%	-$6.73K	0.08%	57
2019 Q2	$263K	Buy	+6,398	New	+$254K	0.1%	54
2016 Q3	–	Sell	-7,779	Closed	-$260K	–	71
2016 Q2	$260K	Buy	+7,779	New	+$248K	0.12%	66

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rosenblum Silverman Sutton's PFE Position: Q1 2023 in Review

Rosenblum Silverman Sutton sold out of Pfizer (PFE) in Q1 2023, closing a stake of 4,795 shares — an estimated $246K sold.

Rosenblum Silverman Sutton first reported a position in PFE in Q2 2016 and held it in 13 quarters. The position peaked at $397K in Q4 2021. 3,102 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

Rosenblum Silverman Sutton reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
Rosenblum Silverman Sutton sold 4,795 Pfizer shares in Q1 2023, an estimated $246K.
Rosenblum Silverman Sutton first reported a position in Pfizer in Q2 2016 and held it in 13 quarters.
Rosenblum Silverman Sutton's Pfizer position peaked at $397K in Q4 2021.
3,102 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Rosenblum Silverman Sutton's 13F filing for Q1 2023, filed 15 May 2023.