Simplicity Solutions’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.79M | Sell |
131,691
-24,889
| -16% | -$752K | 0.1% | 180 |
|
|
2023
Q3 | $5.19M | Sell |
156,580
-18,631
| -11% | -$659K | 0.17% | 120 |
|
|
2023
Q2 | $6.43M | Sell |
175,211
-10,281
| -6% | -$400K | 0.18% | 107 |
|
|
2023
Q1 | $7.57M | Buy |
185,492
+121,602
| +190% | +$5.25M | 0.2% | 99 |
|
|
2022
Q4 | $3.27M | Sell |
63,890
-408
| -0.6% | -$19.6K | 0.45% | 41 |
|
|
2022
Q3 | $2.81M | Buy |
64,298
+5,399
| +9% | +$262K | 0.41% | 48 |
|
|
2022
Q2 | $3.09M | Buy |
58,899
+11,531
| +24% | +$588K | 0.4% | 58 |
|
|
2022
Q1 | $2.45M | Sell |
47,368
-27,294
| -37% | -$1.42M | 0.3% | 71 |
|
|
2021
Q4 | $4.41M | Buy |
74,662
+30,091
| +68% | +$1.49M | 0.49% | 33 |
|
|
2021
Q3 | $1.92M | Buy |
44,571
+2,856
| +7% | +$127K | 0.29% | 72 |
|
|
2021
Q2 | $1.63M | Buy |
41,715
+7,978
| +24% | +$310K | 0.32% | 63 |
|
|
2021
Q1 | $1.22M | Sell |
33,737
-337,517
| -91% | -$12M | 0.27% | 79 |
|
|
2020
Q4 | $13.7M | Buy |
371,254
+50,504
| +16% | +$1.85M | 0.2% | 108 |
|
|
2020
Q3 | $11.2M | Buy |
320,750
+73,191
| +30% | +$2.57M | 0.21% | 97 |
|
|
2020
Q2 | $7.68M | Buy |
247,559
+93,032
| +60% | +$3.16M | 0.15% | 133 |
|
|
2020
Q1 | $4.79M | Buy |
154,527
+34,894
| +29% | +$1.19M | 0.15% | 116 |
|
|
2019
Q4 | $4.45M | Buy |
119,633
+42,685
| +55% | +$1.52M | 0.14% | 133 |
|
|
2019
Q3 | $2.62M | Buy |
76,948
+11,335
| +17% | +$412K | 0.11% | 157 |
|
|
2019
Q2 | $2.7M | Sell |
65,613
-112,790
| -63% | -$4.48M | 0.12% | 133 |
|
|
2019
Q1 | $7.19M | Buy |
178,403
+11,770
| +7% | +$471K | 0.43% | 53 |
|
|
2018
Q4 | $6.9M | Buy |
166,633
+102,103
| +158% | +$4.24M | 0.89% | 19 |
|
|
2018
Q3 | $2.7M | Sell |
64,530
-2,567
| -4% | -$98.8K | 0.15% | 84 |
|
|
2018
Q2 | $2.31M | Buy |
67,097
+13,459
| +25% | +$460K | 0.17% | 72 |
|
|
2018
Q1 | $1.81M | Sell |
53,638
-2,431
| -4% | -$83.6K | 0.16% | 78 |
|
|
2017
Q4 | $1.93M | Buy |
56,069
+37,082
| +195% | +$1.26M | 0.19% | 78 |
|
|
2017
Q3 | $643K | Sell |
18,987
-41,222
| -68% | -$1.32M | 0.43% | 48 |
|
|
2017
Q2 | $1.92M | Buy |
60,209
+3,014
| +5% | +$95K | 0.23% | 78 |
|
|
2017
Q1 | $1.86M | Buy |
57,195
+5,043
| +10% | +$159K | 0.29% | 68 |
|
|
2016
Q4 | $1.61M | Buy |
52,152
+13,926
| +36% | +$425K | 0.37% | 58 |
|
|
2016
Q3 | $1.23M | Buy |
38,226
+6,552
| +21% | +$219K | 0.6% | 36 |
|
|
2016
Q2 | $1.06M | Buy |
31,674
+2,002
| +7% | +$63.9K | 0.57% | 37 |
|
|
2016
Q1 | $834K | Sell |
29,672
-71,216
| -71% | -$2.03M | 0.51% | 47 |
|
|
2015
Q4 | $3.09M | Buy |
100,888
+92,646
| +1,124% | +$2.91M | 0.37% | 70 |
|
|
2015
Q3 | $246K | Sell |
8,242
-2,208
| -21% | -$70.8K | 0.27% | 98 |
|
|
2015
Q2 | $332K | Buy |
+10,450
| New | +$341K | 0.32% | 79 |
|
Other funds holding PFE
Simplicity Solutions's PFE Position: Q4 2023 in Review
Simplicity Solutions reduced its Pfizer (PFE) stake by 16% in Q4 2023, selling an estimated $752K and leaving 131,691 shares worth $3.79M. The position accounts for 0.1% of the portfolio, ranked #180.
Simplicity Solutions first reported a position in PFE in Q2 2015 and has held it in 35 quarters since. The position peaked at $13.7M in Q4 2020. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.
- Simplicity Solutions held 131,691 shares of Pfizer worth $3.79M as of Q4 2023.
- Simplicity Solutions sold 24,889 Pfizer shares in Q4 2023, an estimated $752K.
- Pfizer made up 0.1% of Simplicity Solutions's portfolio in Q4 2023, its #180 holding.
- Simplicity Solutions first reported a position in Pfizer in Q2 2015 and has held it in 35 quarters since.
- Simplicity Solutions's Pfizer position peaked at $13.7M in Q4 2020.
- 2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.
Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.