Sierra Capital’s Pfizer PFE Stock Holding History

Sierra Capital’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	-4,541	Closed	-$233K	–	458
2022 Q4	$233K	Hold	4,541	–	–	0.04%	169
2022 Q3	$199K	Hold	4,541	–	–	0.04%	174
2022 Q2	$238K	Buy	4,541 +6	+0.1%	+$306	0.04%	176
2022 Q1	$235K	Hold	4,535	–	–	0.04%	192
2021 Q4	$268K	Buy	4,535 +415	+10%	+$20.6K	0.04%	190
2021 Q3	$177K	Sell	4,120 -1,664	-29%	-$73.7K	0.03%	208
2021 Q2	$227K	Hold	5,784	–	–	0.04%	168
2021 Q1	$210K	Buy	+5,784	New	+$205K	0.04%	172

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

Sierra Capital's PFE Position: Q1 2023 in Review

Sierra Capital sold out of Pfizer (PFE) in Q1 2023, closing a stake of 4,541 shares — an estimated $233K sold.

Sierra Capital first reported a position in PFE in Q1 2021 and held it in 8 quarters. The position peaked at $268K in Q4 2021. 3,102 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

Sierra Capital reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 4,541 Pfizer shares in Q1 2023, an estimated $233K.
Sierra Capital first reported a position in Pfizer in Q1 2021 and held it in 8 quarters.
Sierra Capital's Pfizer position peaked at $268K in Q4 2021.
3,102 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.