Sio Capital Management’s Pfizer PFE Stock Holding History

Sio Capital Management’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	-450,700	Closed	-$14.9M	–	55
2023 Q3	$14.9M	Buy	+450,700	New	+$15.9M	4.63%	8
2020 Q1	–	Sell	-401,441	Closed	-$14.9M	–	87
2019 Q4	$14.9M	Buy	401,441 +99,523	+33%	+$3.54M	4.53%	8
2019 Q3	$10.3M	Buy	+301,918	New	+$11M	3.66%	7
2018 Q4	–	Hold	0	–	–	–	89
2018 Q3	–	Hold	0	–	–	–	78
2018 Q2	–	Hold	0	–	–	–	61
2018 Q1	–	Hold	0	–	–	–	47
2017 Q4	–	Hold	0	–	–	–	69
2017 Q2	–	Hold	0	–	–	–	79
2017 Q1	–	Hold	0	–	–	–	66
2016 Q3	–	Hold	0	–	–	–	48
2016 Q2	–	Hold	0	–	–	–	55
2015 Q3	–	Hold	0	–	–	–	47
2015 Q2	–	Hold	0	–	–	–	49

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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

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