Single Point Partners’s Pfizer PFE Stock Holding History

Single Point Partners’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 Q4	–	Sell	-7,067	Closed	-$234K	–	82
2023 Q3	$234K	Buy	+7,067	New	+$250K	0.06%	66
2023 Q2	–	Sell	-13,617	Closed	-$556K	–	133
2023 Q1	$556K	Buy	13,617 +622	+5%	+$26.9K	0.12%	66
2022 Q4	$666K	Sell	12,995 -443	-3%	-$21.2K	0.16%	55
2022 Q3	$588K	Sell	13,438 -477	-3%	-$23.2K	0.16%	57
2022 Q2	$730K	Buy	13,915 +3,724	+37%	+$190K	0.2%	44
2022 Q1	$528K	Sell	10,191 -358	-3%	-$18.6K	0.13%	57
2021 Q4	$623K	Buy	+10,549	New	+$523K	0.17%	46
2021 Q3	–	Sell	-13,850	Closed	-$542K	–	68
2021 Q2	$542K	Sell	13,850 -181	-1%	-$7.04K	0.19%	37
2021 Q1	$509K	Buy	14,031 +4,331	+45%	+$154K	0.19%	42
2020 Q4	$357K	Sell	9,700 -4,862	-33%	-$178K	0.16%	50
2020 Q3	$507K	Sell	14,562 -441	-3%	-$15.5K	0.27%	37
2020 Q2	$465K	Sell	15,003 -2,040	-12%	-$69.3K	0.27%	39
2020 Q1	$528K	Sell	17,043 -118	-0.7%	-$4.02K	0.37%	32
2019 Q4	$638K	Buy	+17,161	New	+$611K	0.39%	28

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Single Point Partners's PFE Position: Q4 2023 in Review

Single Point Partners sold out of Pfizer (PFE) in Q4 2023, closing a stake of 7,067 shares — an estimated $234K sold.

Single Point Partners first reported a position in PFE in Q4 2019 and held it in 14 quarters. The position peaked at $730K in Q2 2022. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Single Point Partners reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Single Point Partners sold 7,067 Pfizer shares in Q4 2023, an estimated $234K.
Single Point Partners first reported a position in Pfizer in Q4 2019 and held it in 14 quarters.
Single Point Partners's Pfizer position peaked at $730K in Q2 2022.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Single Point Partners's 13F filing for Q4 2023, filed 11 Jan 2024.