Shum Financial Group’s Pfizer PFE Stock Holding History

Shum Financial 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 Q4	–	Sell	-7,655	Closed	-$214K	–	93
2024 Q3	$214K	Buy	+7,655	New	+$223K	0.18%	87

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Shum Financial Group's PFE Position: Q4 2024 in Review

Shum Financial Group sold out of Pfizer (PFE) in Q4 2024, closing a stake of 7,655 shares — an estimated $214K sold.

Shum Financial Group first reported a position in PFE in Q3 2024 and held it in 1 quarter. The position peaked at $214K in Q3 2024. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Shum Financial Group reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Shum Financial Group sold 7,655 Pfizer shares in Q4 2024, an estimated $214K.
Shum Financial Group first reported a position in Pfizer in Q3 2024 and held it in 1 quarter.
Shum Financial Group's Pfizer position peaked at $214K in Q3 2024.
2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Shum Financial Group's 13F filing for Q4 2024, filed 22 Jan 2025.