Surevest’s Pfizer PFE Stock Holding History

Surevest’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
2022 Q3	$1.12M	Buy	25,566 +3,691	+17%	+$179K	0.3%	84
2022 Q2	$1.15M	Buy	21,875 +2,321	+12%	+$118K	0.3%	85
2022 Q1	$1.01M	Buy	19,554 +17,909	+1,089%	+$929K	0.24%	94
2021 Q4	$97K	Buy	+1,645	New	+$81.5K	0.02%	149

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Surevest's PFE Position: Q3 2022 in Review

Surevest increased its Pfizer (PFE) stake by 17% in Q3 2022, buying an estimated $179K and bringing the position to 25,566 shares worth $1.12M. The position accounts for 0.3% of the portfolio, ranked #84.

Surevest first reported a position in PFE in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.15M in Q2 2022. 3,085 funds tracked by Wall St. Rank hold PFE as of Q3 2022.

Surevest held 25,566 shares of Pfizer worth $1.12M as of Q3 2022.
Surevest bought 3,691 Pfizer shares in Q3 2022, an estimated $179K.
Pfizer made up 0.3% of Surevest's portfolio in Q3 2022, its #84 holding.
Surevest first reported a position in Pfizer in Q4 2021 and has held it in 4 quarters since.
Surevest's Pfizer position peaked at $1.15M in Q2 2022.
3,085 funds tracked by Wall St. Rank held Pfizer as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.