Stordahl Capital Management’s Pfizer PFE Stock Holding History

Stordahl Capital 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
2023 Q3	–	Sell	-6,788	Closed	-$249K	–	55
2023 Q2	$249K	Buy	6,788 +10	+0.1%	+$389	0.07%	47
2023 Q1	$277K	Buy	6,778 +972	+17%	+$42K	0.08%	43
2022 Q4	$297K	Hold	5,806	–	–	0.1%	38
2022 Q3	$254K	Hold	5,806	–	–	0.09%	41
2022 Q2	$304K	Sell	5,806 -92	-2%	-$4.69K	0.12%	38
2022 Q1	$305K	Buy	5,898 +1,783	+43%	+$92.5K	0.11%	41
2021 Q4	$243K	Buy	+4,115	New	+$204K	0.09%	45

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

Stordahl Capital Management's PFE Position: Q3 2023 in Review

Stordahl Capital Management sold out of Pfizer (PFE) in Q3 2023, closing a stake of 6,788 shares — an estimated $249K sold.

Stordahl Capital Management first reported a position in PFE in Q4 2021 and held it in 7 quarters. The position peaked at $305K in Q1 2022. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Stordahl Capital Management reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Stordahl Capital Management sold 6,788 Pfizer shares in Q3 2023, an estimated $249K.
Stordahl Capital Management first reported a position in Pfizer in Q4 2021 and held it in 7 quarters.
Stordahl Capital Management's Pfizer position peaked at $305K in Q1 2022.
2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Stordahl Capital Management's 13F filing for Q3 2023, filed 13 Oct 2023.