Syntax Advisors’s Pfizer PFE Stock Holding History

Syntax Advisors’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 Q3	$224K	Buy	6,764 +858	+15%	+$30.3K	0.2%	149
2023 Q2	$217K	Sell	5,906 -176	-3%	-$6.85K	0.17%	177
2023 Q1	$248K	Buy	6,082 +1,412	+30%	+$61K	0.19%	157
2022 Q4	$239K	Sell	4,670 -699	-13%	-$33.5K	0.2%	143
2022 Q3	$235K	Buy	5,369 +556	+12%	+$27K	0.2%	141
2022 Q2	$252K	Buy	4,813 +245	+5%	+$12.5K	0.21%	118
2022 Q1	$236K	Sell	4,568 -356	-7%	-$18.5K	0.2%	165
2021 Q4	$291K	Buy	+4,924	New	+$244K	0.21%	98

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Norges Bank Oslo, Norway $935B AUM

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

Syntax Advisors's PFE Position: Q3 2023 in Review

Syntax Advisors increased its Pfizer (PFE) stake by 15% in Q3 2023, buying an estimated $30.3K and bringing the position to 6,764 shares worth $224K. The position accounts for 0.2% of the portfolio, ranked #149.

Syntax Advisors first reported a position in PFE in Q4 2021 and has held it in 8 quarters since. The position peaked at $291K in Q4 2021. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Syntax Advisors held 6,764 shares of Pfizer worth $224K as of Q3 2023.
Syntax Advisors bought 858 Pfizer shares in Q3 2023, an estimated $30.3K.
Pfizer made up 0.2% of Syntax Advisors's portfolio in Q3 2023, its #149 holding.
Syntax Advisors first reported a position in Pfizer in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's Pfizer position peaked at $291K in Q4 2021.
2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.