SFG
PFE icon

Summit Financial Group’s Pfizer PFE Stock Holding History

Summit 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
2024
Q1 		$885K Sell
31,902
-350
-1% -$9.71K 0.31% 89
2023
Q4 		$929K Buy
32,252
+140
+0.4% +$4.23K 0.36% 84
2023
Q3 		$1.07M Sell
32,112
-2,360
-7% -$83.5K 0.45% 66
2023
Q2 		$1.26M Sell
34,472
-1,855
-5% -$72.2K 0.49% 58
2023
Q1 		$1.48M Sell
36,327
-294
-0.8% -$12.7K 0.56% 50
2022
Q4 		$1.88M Sell
36,621
-1,067
-3% -$51.2K 0.74% 38
2022
Q3 		$1.65M Sell
37,688
-460
-1% -$22.4K 0.68% 40
2022
Q2 		$2M Sell
38,148
-150
-0.4% -$7.64K 0.77% 37
2022
Q1 		$1.98M Buy
38,298
+2,950
+8% +$153K 0.67% 43
2021
Q4 		$2.09M Buy
35,348
+730
+2% +$36.2K 0.68% 42
2021
Q3 		$1.49M Hold
34,618
– – 0.54% 53
2021
Q2 		$1.36M Buy
34,618
+250
+0.7% +$9.72K 0.51% 59
2021
Q1 		$1.25M Sell
34,368
-225
-0.7% -$7.99K 0.52% 55
2020
Q4 		$1.27M Sell
34,593
-2,132
-6% -$78.2K 0.56% 54
2020
Q3 		$1.28M Hold
36,725
– – 0.63% 44
2020
Q2 		$1.14M Buy
36,725
+1,769
+5% +$60.1K 0.59% 45
2020
Q1 		$1.08M Sell
34,956
-44
-0.1% -$1.5K 0.65% 40
2019
Q4 		$1.3M Sell
35,000
-669
-2% -$23.8K 0.62% 42
2019
Q3 		$1.22M Sell
35,669
-4,661
-12% -$169K 0.62% 45
2019
Q2 		$1.66M Sell
40,330
-6,333
-14% -$251K 0.75% 39
2019
Q1 		$1.88M Hold
46,663
– – 1.47% 21
2018
Q4 		$1.93M Hold
46,663
– – 1.64% 18
2018
Q3 		$1.95M Sell
46,663
-50
-0.1% -$1.93K 1.45% 20
2018
Q2 		$1.61M Hold
46,713
– – 1.25% 24
2018
Q1 		$1.57M Buy
46,713
+1,897
+4% +$65.2K 1.23% 25
2017
Q4 		$1.54M Sell
44,816
-1,581
-3% -$53.9K 1.26% 23
2017
Q3 		$1.57M Buy
46,397
+2,054
+5% +$66K 1.31% 20
2017
Q2 		$1.41M Buy
+44,343
New +$1.4M 1.22% 21

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Summit Financial Group's PFE Position: Q1 2024 in Review

Summit Financial Group reduced its Pfizer (PFE) stake by 1.1% in Q1 2024, selling an estimated $9.71K and leaving 31,902 shares worth $885K. The position accounts for 0.31% of the portfolio, ranked #89.

Summit Financial Group first reported a position in PFE in Q2 2017 and has held it in 28 quarters since. The position peaked at $2.09M in Q4 2021. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

  • Summit Financial Group held 31,902 shares of Pfizer worth $885K as of Q1 2024.
  • Summit Financial Group sold 350 Pfizer shares in Q1 2024, an estimated $9.71K.
  • Pfizer made up 0.31% of Summit Financial Group's portfolio in Q1 2024, its #89 holding.
  • Summit Financial Group first reported a position in Pfizer in Q2 2017 and has held it in 28 quarters since.
  • Summit Financial Group's Pfizer position peaked at $2.09M in Q4 2021.
  • 2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.