Steward Financial Group’s Pfizer PFE Stock Holding History

Steward Financial 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 Q3	$19K	Sell	594 -595	-50%	-$21K	0.01%	260
2023 Q2	$43K	Buy	+1,189	New	+$46.3K	0.01%	161
2022 Q3	–	Sell	-544	Closed	-$28K	–	972
2022 Q2	$28K	Buy	544 +413	+315%	+$21K	0.02%	141
2022 Q1	$6K	Buy	131 +127	+3,175%	+$6.59K	0.01%	231
2021 Q4	$0	Buy	+4	New	+$198	﹤0.01%	280

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Financial Group's PFE Position: Q3 2023 in Review

Steward Financial Group reduced its Pfizer (PFE) stake by 50% in Q3 2023, selling an estimated $21K and leaving 594 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #260.

Steward Financial Group first reported a position in PFE in Q4 2021 and has held it in 5 quarters since. The position peaked at $43K in Q2 2023. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Steward Financial Group held 594 shares of Pfizer worth $19K as of Q3 2023.
Steward Financial Group sold 595 Pfizer shares in Q3 2023, an estimated $21K.
Pfizer made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #260 holding.
Steward Financial Group first reported a position in Pfizer in Q4 2021 and has held it in 5 quarters since.
Steward Financial Group's Pfizer position peaked at $43K in Q2 2023.
2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.