Spartan Fund Management’s Pfizer PFE Stock Holding History

Spartan Fund 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
2024 Q4	$53.1K	Sell	2,000 -3,000	-60%	-$81.4K	0.18%	45
2024 Q3	$145K	Buy	5,000 +2,000	+67%	+$58.3K	0.44%	34
2024 Q2	$83.9K	Hold	3,000	–	–	0.24%	41
2024 Q1	$83.3K	Buy	+3,000	New	+$83.2K	0.17%	51

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

Spartan Fund Management's PFE Position: Q4 2024 in Review

Spartan Fund Management reduced its Pfizer (PFE) stake by 60% in Q4 2024, selling an estimated $81.4K and leaving 2,000 shares worth $53.1K. The position accounts for 0.18% of the portfolio, ranked #45.

Spartan Fund Management first reported a position in PFE in Q1 2024 and has held it in 4 quarters since. The position peaked at $145K in Q3 2024. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Spartan Fund Management held 2,000 shares of Pfizer worth $53.1K as of Q4 2024.
Spartan Fund Management sold 3,000 Pfizer shares in Q4 2024, an estimated $81.4K.
Pfizer made up 0.18% of Spartan Fund Management's portfolio in Q4 2024, its #45 holding.
Spartan Fund Management first reported a position in Pfizer in Q1 2024 and has held it in 4 quarters since.
Spartan Fund Management's Pfizer position peaked at $145K in Q3 2024.
2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Spartan Fund Management's 13F filing for Q4 2024, filed 14 Feb 2025.