Symmetry Peak Management’s Pfizer PFE Stock Holding History

Symmetry Peak 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
2025 Q2	–	Sell	-13,200	Closed	-$334K	–	116
2025 Q1	$334K	Buy	+13,200	New	+$345K	0.39%	20
2024 Q3	–	Sell	-5,000	Closed	-$140K	–	89
2024 Q2	$140K	Buy	+5,000	New	+$138K	0.25%	39
2024 Q1	–	Sell	-25,000	Closed	-$720K	–	151
2023 Q4	$720K	Sell	25,000 -50,000	-67%	-$1.51M	0.17%	71
2023 Q3	$2.49M	Buy	75,000 +15,000	+25%	+$530K	0.32%	29
2023 Q2	$2.2M	Sell	60,000 -152,500	-72%	-$5.94M	0.39%	28
2023 Q1	$8.67M	Buy	212,500 +35,000	+20%	+$1.51M	1.86%	10
2022 Q4	$9.1M	Sell	177,500 -39,500	-18%	-$1.89M	4.44%	5
2022 Q3	$9.5M	Buy	217,000 +138,000	+175%	+$6.71M	11.24%	2
2022 Q2	$4.14M	Buy	+79,000	New	+$4.03M	2.74%	3

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

Geode Capital Management

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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return