Tandem Investment Advisors’s Pfizer PFE Stock Holding History

Tandem Investment 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 Q2	–	Sell	-6,137	Closed	-$250K	–	79
2023 Q1	$250K	Buy	6,137 +1,647	+37%	+$71.1K	0.01%	68
2022 Q4	$230K	Buy	+4,490	New	+$215K	0.01%	80
2022 Q2	–	Sell	-4,267	Closed	-$221K	–	80
2022 Q1	$221K	Sell	4,267 -498	-10%	-$25.8K	0.01%	68
2021 Q4	$281K	Sell	4,765 -220	-4%	-$10.9K	0.02%	67
2021 Q3	$214K	Sell	4,985 -125	-2%	-$5.54K	0.02%	72
2021 Q2	$200K	Buy	+5,110	New	+$199K	0.02%	72
2019 Q3	–	Sell	-5,174	Closed	-$213K	–	64
2019 Q2	$213K	Sell	5,174 -1,579	-23%	-$62.7K	0.04%	64
2019 Q1	$272K	Sell	6,753 -3,749	-36%	-$150K	0.06%	60
2018 Q4	$435K	Buy	10,502 +3,903	+59%	+$162K	0.11%	48
2018 Q3	$276K	Buy	6,599 +613	+10%	+$23.6K	0.08%	55
2018 Q2	$206K	Sell	5,986 -33	-0.5%	-$1.13K	0.06%	56
2018 Q1	$203K	Buy	6,019 +23	+0.4%	+$791	0.07%	55
2017 Q4	$206K	Buy	+5,996	New	+$204K	0.07%	61

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

Tandem Investment Advisors's PFE Position: Q2 2023 in Review

Tandem Investment Advisors sold out of Pfizer (PFE) in Q2 2023, closing a stake of 6,137 shares — an estimated $250K sold.

Tandem Investment Advisors first reported a position in PFE in Q4 2017 and held it in 13 quarters. The position peaked at $435K in Q4 2018. 3,041 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Tandem Investment Advisors reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
Tandem Investment Advisors sold 6,137 Pfizer shares in Q2 2023, an estimated $250K.
Tandem Investment Advisors first reported a position in Pfizer in Q4 2017 and held it in 13 quarters.
Tandem Investment Advisors's Pfizer position peaked at $435K in Q4 2018.
3,041 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Tandem Investment Advisors's 13F filing for Q2 2023, filed 19 Jul 2023.