Sustainable Insight Capital Management’s Pfizer PFE Stock Holding History

Sustainable Insight 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 Q2	–	Sell	-9,300	Closed	-$379K	–	83
2023 Q1	$379K	Buy	9,300 +2,300	+33%	+$99.3K	0.38%	54
2022 Q4	$359K	Sell	7,000 -1,139	-14%	-$54.6K	0.4%	55
2022 Q3	$356K	Sell	8,139 -1,659	-17%	-$80.6K	0.42%	61
2022 Q2	$505K	Sell	9,798 -1,710	-15%	-$87.1K	0.5%	46
2022 Q1	$596K	Hold	11,508	–	–	0.42%	43
2021 Q4	$680K	Buy	11,508 +1,352	+13%	+$67K	0.37%	39
2021 Q3	$437K	Sell	10,156 -600	-6%	-$26.6K	0.28%	52
2021 Q2	$421K	Buy	10,756 +400	+4%	+$15.6K	0.25%	68
2021 Q1	$375K	Sell	10,356 -2,100	-17%	-$74.6K	0.25%	67
2020 Q4	$459K	Buy	+12,456	New	+$457K	0.31%	57
2019 Q1	–	Sell	-5,170	Closed	-$214K	–	98
2018 Q4	$214K	Buy	5,170 +216	+4%	+$8.97K	0.28%	57
2018 Q3	$207K	Sell	4,954 -61,448	-93%	-$2.37M	0.14%	65
2018 Q2	$2.29M	Sell	66,402 -45,217	-41%	-$1.55M	0.87%	32
2018 Q1	$3.76M	Buy	+111,619	New	+$3.84M	1.49%	23
2017 Q3	–	Sell	-17,391	Closed	-$554K	–	46
2017 Q2	$554K	Sell	17,391 -34,466	-66%	-$1.09M	0.26%	31
2017 Q1	$1.68M	Buy	+51,857	New	+$1.63M	0.83%	27

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sustainable Insight Capital Management's PFE Position: Q2 2023 in Review

Sustainable Insight Capital Management sold out of Pfizer (PFE) in Q2 2023, closing a stake of 9,300 shares — an estimated $379K sold.

Sustainable Insight Capital Management first reported a position in PFE in Q1 2017 and held it in 16 quarters. The position peaked at $3.76M in Q1 2018. 3,045 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Sustainable Insight Capital Management reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
Sustainable Insight Capital Management sold 9,300 Pfizer shares in Q2 2023, an estimated $379K.
Sustainable Insight Capital Management first reported a position in Pfizer in Q1 2017 and held it in 16 quarters.
Sustainable Insight Capital Management's Pfizer position peaked at $3.76M in Q1 2018.
3,045 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Sustainable Insight Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.