Sand Hill Global Advisors’s Pfizer PFE Stock Holding History

Sand Hill Global Advisors’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	-7,572	Closed	-$251K	–	166
2023 Q3	$251K	Sell	7,572 -400	-5%	-$14.1K	0.01%	139
2023 Q2	$292K	Sell	7,972 -167	-2%	-$6.5K	0.01%	136
2023 Q1	$332K	Hold	8,139	–	–	0.02%	136
2022 Q4	$417K	Sell	8,139 -510	-6%	-$24.5K	0.02%	132
2022 Q3	$378K	Buy	8,649 +1,432	+20%	+$69.6K	0.02%	127
2022 Q2	$378K	Sell	7,217 -648	-8%	-$33K	0.02%	126
2022 Q1	$407K	Buy	7,865 +557	+8%	+$28.9K	0.02%	117
2021 Q4	$432K	Sell	7,308 -100	-1%	-$4.96K	0.02%	119
2021 Q3	$319K	Buy	7,408 +297	+4%	+$13.2K	0.02%	125
2021 Q2	$278K	Sell	7,111 -142,412	-95%	-$5.54M	0.02%	130
2021 Q1	$5.42M	Buy	149,523 +15,255	+11%	+$542K	0.35%	48
2020 Q4	$4.94M	Sell	134,268 -3,006	-2%	-$110K	0.33%	47
2020 Q3	$4.78M	Sell	137,274 -808	-0.6%	-$28.3K	0.36%	46
2020 Q2	$4.28M	Buy	138,082 +1,227	+0.9%	+$41.7K	0.34%	49
2020 Q1	$4.24M	Buy	136,855 +147	+0.1%	+$5.01K	0.4%	36
2019 Q4	$5.08M	Sell	136,708 -699	-0.5%	-$24.9K	0.46%	41
2019 Q3	$4.68M	Sell	137,407 -23	-0%	-$836	0.44%	38
2019 Q2	$5.65M	Sell	137,430 -3,705	-3%	-$147K	0.58%	29
2019 Q1	$5.69M	Sell	141,135 -175	-0.1%	-$7.01K	0.58%	29
2018 Q4	$5.85M	Sell	141,310 -3,319	-2%	-$138K	0.63%	30
2018 Q3	$6.05M	Sell	144,629 -6,162	-4%	-$237K	0.58%	30
2018 Q2	$5.19M	Buy	150,791 +128,775	+585%	+$4.4M	0.51%	33
2018 Q1	$741K	Sell	22,016 -126,287	-85%	-$4.34M	0.72%	28
2017 Q4	$5.1M	Buy	148,303 +1,335	+0.9%	+$45.5K	0.51%	37
2017 Q3	$4.98M	Buy	146,968 +5,945	+4%	+$191K	0.53%	36
2017 Q2	$4.49M	Sell	141,023 -394	-0.3%	-$12.4K	0.51%	41
2017 Q1	$4.59M	Buy	141,417 +1,293	+0.9%	+$40.8K	0.59%	34
2016 Q4	$4.32M	Buy	140,124 +3,364	+2%	+$103K	0.59%	34
2016 Q3	$4.39M	Buy	136,760 +724	+0.5%	+$24.2K	0.67%	32
2016 Q2	$4.54M	Buy	136,036 +908	+0.7%	+$29K	0.72%	29
2016 Q1	$3.8M	Buy	135,128 +4,121	+3%	+$118K	0.58%	40
2015 Q4	$4.01M	Sell	131,007 -608	-0.5%	-$19.1K	0.64%	32
2015 Q3	$3.92M	Buy	131,615 +4,721	+4%	+$151K	0.63%	32
2015 Q2	$4.04M	Sell	126,894 -1,900	-1%	-$61.9K	0.66%	34
2015 Q1	$4.25M	Buy	128,794 +2,089	+2%	+$66.4K	0.69%	28
2014 Q4	$3.75M	Sell	126,705 -7,444	-6%	-$213K	0.64%	38
2014 Q3	$3.76M	Buy	134,149 +10,575	+9%	+$297K	0.63%	41
2014 Q2	$3.48M	Buy	123,574 +4,932	+4%	+$141K	0.66%	37
2014 Q1	$3.62M	Buy	118,642 +1,790	+2%	+$53.4K	0.73%	30
2013 Q4	$3.4M	Sell	116,852 -34,135	-23%	-$993K	0.72%	34
2013 Q3	$4.12M	Buy	150,987 +42,659	+39%	+$1.16M	0.71%	35
2013 Q2	$2.88M	Buy	+108,328	New	+$2.99M	0.79%	33

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

Sand Hill Global Advisors's PFE Position: Q4 2023 in Review

Sand Hill Global Advisors sold out of Pfizer (PFE) in Q4 2023, closing a stake of 7,572 shares — an estimated $251K sold.

Sand Hill Global Advisors first reported a position in PFE in Q2 2013 and held it in 42 quarters. The position peaked at $6.05M in Q3 2018. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Sand Hill Global Advisors reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Sand Hill Global Advisors sold 7,572 Pfizer shares in Q4 2023, an estimated $251K.
Sand Hill Global Advisors first reported a position in Pfizer in Q2 2013 and held it in 42 quarters.
Sand Hill Global Advisors's Pfizer position peaked at $6.05M in Q3 2018.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Sand Hill Global Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.