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Sugarloaf Wealth Management’s Pfizer PFE Stock Holding History

Sugarloaf Wealth 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 		$76K Hold
2,864
– – 0.01% 252
2024
Q3 		$82.9K Sell
2,864
-2,487
-46% -$72.5K 0.02% 249
2024
Q2 		$150K Sell
5,351
-300
-5% -$8.26K 0.03% 192
2024
Q1 		$157K Sell
5,651
-336
-6% -$9.32K 0.03% 184
2023
Q4 		$172K Sell
5,987
-101
-2% -$3.05K 0.04% 162
2023
Q3 		$202K Sell
6,088
-165
-3% -$5.83K 0.05% 126
2023
Q2 		$229K Sell
6,253
-493
-7% -$19.2K 0.05% 115
2023
Q1 		$275K Sell
6,746
-143
-2% -$6.18K 0.07% 106
2022
Q4 		$353K Sell
6,889
-1,038
-13% -$49.8K 0.09% 89
2022
Q3 		$347K Buy
7,927
+675
+9% +$32.8K 0.09% 91
2022
Q2 		$380K Sell
7,252
-53
-0.7% -$2.7K 0.1% 86
2022
Q1 		$378K Buy
7,305
+7
+0.1% +$363 0.09% 84
2021
Q4 		$431K Buy
7,298
+47
+0.6% +$2.33K 0.1% 77
2021
Q3 		$312K Sell
7,251
-1,347
-16% -$59.7K 0.08% 100
2021
Q2 		$337K Sell
8,598
-729
-8% -$28.3K 0.09% 91
2021
Q1 		$338 Buy
9,327
+2,288
+33% +$81.2K 0.1% 87
2020
Q4 		$259K Sell
7,039
-4,299
-38% -$158K 0.09% 96
2020
Q3 		$395K Sell
11,338
-17
-0.1% -$596 0.14% 72
2020
Q2 		$352K Sell
11,355
-4
-0% -$136 0.14% 80
2020
Q1 		$352K Sell
11,359
-595
-5% -$20.3K 0.16% 78
2019
Q4 		$444K Buy
+11,954
New +$426K 0.19% 82

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sugarloaf Wealth Management's PFE Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Pfizer (PFE) position steady in Q4 2024 at 2,864 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #252.

Sugarloaf Wealth Management first reported a position in PFE in Q4 2019 and has held it in 21 quarters since. The position peaked at $444K in Q4 2019. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Sugarloaf Wealth Management held 2,864 shares of Pfizer worth $76K as of Q4 2024.
  • Sugarloaf Wealth Management left its Pfizer share count unchanged in Q4 2024.
  • Pfizer made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #252 holding.
  • Sugarloaf Wealth Management first reported a position in Pfizer in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Pfizer position peaked at $444K in Q4 2019.
  • 2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.