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Southland Equity Partners’s Pfizer PFE Stock Holding History

Southland Equity 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
-7,262
Closed -$241K – 200
2023
Q3 		$241K Buy
7,262
+317
+5% +$11.2K 0.08% 163
2023
Q2 		$255K Buy
6,945
+105
+2% +$4.09K 0.09% 161
2023
Q1 		$279K Buy
6,840
+186
+3% +$8.03K 0.11% 139
2022
Q4 		$341K Sell
6,654
-382
-5% -$18.3K 0.13% 111
2022
Q3 		$308K Buy
7,036
+8
+0.1% +$389 0.15% 101
2022
Q2 		$368K Sell
7,028
-82
-1% -$4.18K 0.17% 99
2022
Q1 		$368K Buy
7,110
+206
+3% +$10.7K 0.15% 100
2021
Q4 		$408K Buy
6,904
+21
+0.3% +$1.04K 0.17% 94
2021
Q3 		$296K Buy
6,883
+242
+4% +$10.7K 0.14% 113
2021
Q2 		$260K Sell
6,641
-996
-13% -$38.7K 0.12% 129
2021
Q1 		$277K Buy
7,637
+369
+5% +$13.1K 0.16% 112
2020
Q4 		$268K Buy
+7,268
New +$267K 0.18% 97

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Southland Equity Partners's PFE Position: Q4 2023 in Review

Southland Equity Partners sold out of Pfizer (PFE) in Q4 2023, closing a stake of 7,262 shares — an estimated $241K sold.

Southland Equity Partners first reported a position in PFE in Q4 2020 and held it in 12 quarters. The position peaked at $408K in Q4 2021. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

  • Southland Equity Partners reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
  • Southland Equity Partners sold 7,262 Pfizer shares in Q4 2023, an estimated $241K.
  • Southland Equity Partners first reported a position in Pfizer in Q4 2020 and held it in 12 quarters.
  • Southland Equity Partners's Pfizer position peaked at $408K in Q4 2021.
  • 2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Southland Equity Partners's 13F filing for Q4 2023, filed 9 Jan 2024.