Sky Investment Group’s Pfizer PFE Stock Holding History

Sky Investment 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
2023 Q4	–	Sell	-20,438	Closed	-$678K	–	127
2023 Q3	$678K	Sell	20,438 -4,289	-17%	-$152K	0.15%	88
2023 Q2	$907K	Sell	24,727 -1,750	-7%	-$68.1K	0.2%	83
2023 Q1	$1.08M	Sell	26,477 -322	-1%	-$13.9K	0.25%	78
2022 Q4	$1.37M	Buy	26,799 +347	+1%	+$16.6K	0.32%	74
2022 Q3	$1.16M	Buy	26,452 +1,262	+5%	+$61.3K	0.3%	72
2022 Q2	$1.32M	Hold	25,190	–	–	0.32%	72
2022 Q1	$1.3M	Buy	25,190 +65	+0.3%	+$3.37K	0.28%	74
2021 Q4	$1.48M	Sell	25,125 -200	-0.8%	-$9.91K	0.3%	74
2021 Q3	$1.09M	Hold	25,325	–	–	0.24%	81
2021 Q2	$992K	Sell	25,325 -200	-0.8%	-$7.78K	0.22%	81
2021 Q1	$925K	Buy	25,525 +5,569	+28%	+$198K	0.22%	81
2020 Q4	$735K	Sell	19,956 -76	-0.4%	-$2.79K	0.19%	84
2020 Q3	$698K	Buy	+20,032	New	+$702K	0.19%	82

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

Sky Investment Group's PFE Position: Q4 2023 in Review

Sky Investment Group sold out of Pfizer (PFE) in Q4 2023, closing a stake of 20,438 shares — an estimated $678K sold.

Sky Investment Group first reported a position in PFE in Q3 2020 and held it in 13 quarters. The position peaked at $1.48M in Q4 2021. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Sky Investment Group reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Sky Investment Group sold 20,438 Pfizer shares in Q4 2023, an estimated $678K.
Sky Investment Group first reported a position in Pfizer in Q3 2020 and held it in 13 quarters.
Sky Investment Group's Pfizer position peaked at $1.48M in Q4 2021.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Sky Investment Group's 13F filing for Q4 2023, filed 24 Jan 2024.