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Sunburst Financial Group’s Pfizer PFE Stock Holding History

Sunburst 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
Q4 		– Sell
-7,526
Closed -$218K – 115
2024
Q3 		$218K Sell
7,526
-148
-2% -$4.32K 0.06% 107
2024
Q2 		$215K Sell
7,674
-438
-5% -$12.1K 0.06% 106
2024
Q1 		$225K Sell
8,112
-1,127
-12% -$31.3K 0.06% 97
2023
Q4 		$266K Sell
9,239
-4,689
-34% -$142K 0.08% 86
2023
Q3 		$462K Sell
13,928
-72
-0.5% -$2.55K 0.16% 60
2023
Q2 		$514K Buy
14,000
+892
+7% +$34.7K 0.18% 57
2023
Q1 		$535K Sell
13,108
-86
-0.7% -$3.71K 0.2% 55
2022
Q4 		$676K Buy
13,194
+26
+0.2% +$1.25K 0.27% 47
2022
Q3 		$576K Buy
13,168
+177
+1% +$8.6K 0.28% 44
2022
Q2 		$681K Buy
12,991
+308
+2% +$15.7K 0.33% 40
2022
Q1 		$657K Buy
12,683
+76
+0.6% +$3.94K 0.32% 40
2021
Q4 		$744K Sell
12,607
-137
-1% -$6.79K 0.38% 33
2021
Q3 		$548K Buy
12,744
+188
+1% +$8.33K 0.34% 36
2021
Q2 		$492K Buy
12,556
+391
+3% +$15.2K 0.31% 38
2021
Q1 		$441K Buy
12,165
+685
+6% +$24.3K 0.31% 40
2020
Q4 		$423K Buy
11,480
+1,619
+16% +$59.4K 0.32% 37
2020
Q3 		$343K Buy
9,861
+75
+0.8% +$2.63K 0.29% 39
2020
Q2 		$304K Buy
9,786
+472
+5% +$16K 0.28% 41
2020
Q1 		$288K Buy
9,314
+57
+0.6% +$1.94K 0.3% 40
2019
Q4 		$344K Buy
+9,257
New +$330K 0.3% 44

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

Sunburst Financial Group's PFE Position: Q4 2024 in Review

Sunburst Financial Group sold out of Pfizer (PFE) in Q4 2024, closing a stake of 7,526 shares — an estimated $218K sold.

Sunburst Financial Group first reported a position in PFE in Q4 2019 and held it in 20 quarters. The position peaked at $744K in Q4 2021. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Sunburst Financial Group reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • Sunburst Financial Group sold 7,526 Pfizer shares in Q4 2024, an estimated $218K.
  • Sunburst Financial Group first reported a position in Pfizer in Q4 2019 and held it in 20 quarters.
  • Sunburst Financial Group's Pfizer position peaked at $744K in Q4 2021.
  • 2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Sunburst Financial Group's 13F filing for Q4 2024, filed 30 Jan 2025.