Sycomore Asset Management’s Pfizer PFE Stock Holding History

Sycomore Asset 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 Q1	–	Sell	-69,065	Closed	-$3.58M	–	104
2022 Q4	$3.58M	Buy	69,065 +44,765	+184%	+$2.15M	0.99%	28
2022 Q3	$1.06M	Hold	24,300	–	–	0.3%	66
2022 Q2	$1.23M	Sell	24,300 -26,525	-52%	-$1.35M	0.29%	70
2022 Q1	$2.68M	Sell	50,825 -44,052	-46%	-$2.29M	0.47%	62
2021 Q4	$5.46M	Buy	+94,877	New	+$4.7M	0.84%	31
2021 Q3	–	Sell	-3,000	Closed	-$117K	–	113
2021 Q2	$117K	Buy	+3,000	New	+$117K	0.02%	104

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Sycomore Asset Management's PFE Position: Q1 2023 in Review

Sycomore Asset Management sold out of Pfizer (PFE) in Q1 2023, closing a stake of 69,065 shares — an estimated $3.58M sold.

Sycomore Asset Management first reported a position in PFE in Q2 2021 and held it in 6 quarters. The position peaked at $5.46M in Q4 2021. 3,102 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

Sycomore Asset Management reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
Sycomore Asset Management sold 69,065 Pfizer shares in Q1 2023, an estimated $3.58M.
Sycomore Asset Management first reported a position in Pfizer in Q2 2021 and held it in 6 quarters.
Sycomore Asset Management's Pfizer position peaked at $5.46M in Q4 2021.
3,102 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Sycomore Asset Management's 13F filing for Q1 2023, filed 7 Apr 2023.