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Sweeney & Michel’s Pfizer PFE Stock Holding History

Sweeney & Michel’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
Q2 		– Sell
-8,566
Closed -$243K – 114
2024
Q1 		$243K Buy
+8,566
New +$238K 0.11% 103
2023
Q3 		$481K Sell
15,617
-9,288
-37% -$328K 0.25% 67
2023
Q2 		$888K Sell
24,905
-4
-0% -$156 0.46% 39
2023
Q1 		$956K Buy
+24,909
New +$1.08M 0.51% 36

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sweeney & Michel's PFE Position: Q2 2024 in Review

Sweeney & Michel sold out of Pfizer (PFE) in Q2 2024, closing a stake of 8,566 shares — an estimated $243K sold.

Sweeney & Michel first reported a position in PFE in Q1 2023 and held it in 4 quarters. The position peaked at $956K in Q1 2023. 2,873 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

  • Sweeney & Michel reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
  • Sweeney & Michel sold 8,566 Pfizer shares in Q2 2024, an estimated $243K.
  • Sweeney & Michel first reported a position in Pfizer in Q1 2023 and held it in 4 quarters.
  • Sweeney & Michel's Pfizer position peaked at $956K in Q1 2023.
  • 2,873 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Sweeney & Michel's 13F filing for Q2 2024, filed 10 Jul 2024.