Schear Investment Advisers’s Pfizer PFE Stock Holding History

Schear Investment Advisers’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	-11,690	Closed	-$599K	–	90
2022 Q4	$599K	Buy	+11,690	New	+$560K	0.74%	51

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

Schear Investment Advisers's PFE Position: Q1 2023 in Review

Schear Investment Advisers sold out of Pfizer (PFE) in Q1 2023, closing a stake of 11,690 shares — an estimated $599K sold.

Schear Investment Advisers first reported a position in PFE in Q4 2022 and held it in 1 quarter. The position peaked at $599K in Q4 2022. 3,102 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

Schear Investment Advisers reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
Schear Investment Advisers sold 11,690 Pfizer shares in Q1 2023, an estimated $599K.
Schear Investment Advisers first reported a position in Pfizer in Q4 2022 and held it in 1 quarter.
Schear Investment Advisers's Pfizer position peaked at $599K in Q4 2022.
3,102 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Schear Investment Advisers's 13F filing for Q1 2023, filed 26 Apr 2023.