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Seneca House Advisors’s Pfizer PFE Stock Holding History

Seneca House 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
Q3 		– Sell
-6,157
Closed -$226K – 82
2023
Q2 		$226K Sell
6,157
-2,007
-25% -$78.1K 0.11% 77
2023
Q1 		$333K Sell
8,164
-1,003
-11% -$43.3K 0.17% 67
2022
Q4 		$470K Sell
9,167
-1,338
-13% -$64.1K 0.26% 59
2022
Q3 		$460K Sell
10,505
-112
-1% -$5.44K 0.34% 56
2022
Q2 		$557K Sell
10,617
-3,069
-22% -$156K 0.36% 56
2022
Q1 		$709K Sell
13,686
-953
-7% -$49.4K 0.37% 53
2021
Q4 		$864K Buy
14,639
+3,046
+26% +$151K 0.46% 46
2021
Q3 		$499K Sell
11,593
-440
-4% -$19.5K 0.3% 58
2021
Q2 		$471K Buy
12,033
+1,227
+11% +$47.7K 0.31% 48
2021
Q1 		$391K Sell
10,806
-18
-0.2% -$639 0.28% 53
2020
Q4 		$398K Sell
10,824
-103
-0.9% -$3.78K 0.29% 51
2020
Q3 		$380K Buy
10,927
+545
+5% +$19.1K 0.3% 49
2020
Q2 		$322K Buy
10,382
+3,192
+44% +$108K 0.27% 55
2020
Q1 		$223K Buy
7,190
+250
+4% +$8.52K 0.24% 58
2019
Q4 		$258K Sell
6,940
-200
-3% -$7.12K 0.22% 77
2019
Q3 		$243K Sell
7,140
-1,138
-14% -$41.4K 0.23% 76
2019
Q2 		$342K Buy
8,278
+961
+13% +$38.2K 0.31% 72
2019
Q1 		$295K Buy
7,317
+1,142
+18% +$45.7K 0.26% 81
2018
Q4 		$256K Buy
6,175
+751
+14% +$31.2K 0.24% 80
2018
Q3 		$227K Buy
+5,424
New +$209K 0.18% 91

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Seneca House Advisors's PFE Position: Q3 2023 in Review

Seneca House Advisors sold out of Pfizer (PFE) in Q3 2023, closing a stake of 6,157 shares — an estimated $226K sold.

Seneca House Advisors first reported a position in PFE in Q3 2018 and held it in 20 quarters. The position peaked at $864K in Q4 2021. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

  • Seneca House Advisors reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
  • Seneca House Advisors sold 6,157 Pfizer shares in Q3 2023, an estimated $226K.
  • Seneca House Advisors first reported a position in Pfizer in Q3 2018 and held it in 20 quarters.
  • Seneca House Advisors's Pfizer position peaked at $864K in Q4 2021.
  • 2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Seneca House Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.