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SpiderRock Advisors’s Pfizer PFE Stock Holding History

SpiderRock Advisors’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
Q1 		– Hold
0
– -$380 – 743
2023
Q4 		– Hold
0
– – – 139
2023
Q3 		– Hold
0
– – – 125
2022
Q1 		– Hold
0
– -$338K – 163
2021
Q4 		– Hold
0
– – – 97
2021
Q3 		– Hold
0
– – – 73
2021
Q2 		– Hold
0
– – – 71
2021
Q1 		– Hold
0
– – – 68
2020
Q4 		– Hold
0
– – – 141
2020
Q3 		– Hold
0
– -$54K – 182
2020
Q2 		– Hold
0
– – – 140
2017
Q4 		– Hold
0
– -$48K – 297
2017
Q3 		– Hold
0
– – – 218
2017
Q2 		– Hold
0
– – – 212
2017
Q1 		– Hold
0
– – – 54

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

SpiderRock Advisors's PFE Position: Q3 2024 in Review

SpiderRock Advisors reduced its Pfizer (PFE) stake by 2.6% in Q3 2024, selling an estimated $156K and leaving 198,616 shares worth $5.75M. The position accounts for 0.09% of the portfolio, ranked #160.

SpiderRock Advisors first reported a position in PFE in Q1 2024 and has held it in 3 quarters since. 2,909 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

  • SpiderRock Advisors held 198,616 shares of Pfizer worth $5.75M as of Q3 2024.
  • SpiderRock Advisors sold 5,353 Pfizer shares in Q3 2024, an estimated $156K.
  • Pfizer made up 0.09% of SpiderRock Advisors's portfolio in Q3 2024, its #160 holding.
  • SpiderRock Advisors first reported a position in Pfizer in Q1 2024 and has held it in 3 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.