Smart Portfolios LLC’s Pfizer PFE Stock Holding History

Smart Portfolios LLC’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
2024 Q4	–	Sell	-12,954	Closed	-$375K	–	104
2024 Q3	$375K	Buy	12,954 +93	+0.7%	+$2.71K	0.38%	80
2024 Q2	$360K	Buy	12,861 +1,125	+10%	+$31K	0.36%	80
2024 Q1	$326K	Buy	11,736 +180	+2%	+$5K	0.34%	80
2023 Q4	$320K	Buy	+11,556	New	+$349K	0.38%	69
2019 Q2	–	Sell	-4,682	Closed	-$189K	–	157
2019 Q1	$189K	Buy	4,682 +15	+0.3%	+$601	0.16%	47
2018 Q4	$193K	Buy	4,667 +520	+13%	+$21.6K	0.15%	44
2018 Q3	$173K	Hold	4,147	–	–	0.11%	51
2018 Q2	$143K	Buy	4,147 +1,264	+44%	+$43.2K	0.09%	56
2018 Q1	$97K	Buy	+2,883	New	+$99.1K	0.06%	58

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Smart Portfolios LLC's PFE Position: Q4 2024 in Review

Smart Portfolios LLC sold out of Pfizer (PFE) in Q4 2024, closing a stake of 12,954 shares — an estimated $375K sold.

Smart Portfolios LLC first reported a position in PFE in Q1 2018 and held it in 9 quarters. The position peaked at $375K in Q3 2024. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Smart Portfolios LLC reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Smart Portfolios LLC sold 12,954 Pfizer shares in Q4 2024, an estimated $375K.
Smart Portfolios LLC first reported a position in Pfizer in Q1 2018 and held it in 9 quarters.
Smart Portfolios LLC's Pfizer position peaked at $375K in Q3 2024.
2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Smart Portfolios LLC's 13F filing for Q4 2024, filed 10 Feb 2025.