Tiedemann Advisors’s Pfizer PFE Stock Holding History

Tiedemann 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	$1.33M	Buy	40,000 +10,638	+36%	+$376K	0.06%	100
2023 Q2	$1.08M	Buy	29,362 +16,280	+124%	+$634K	0.05%	110
2023 Q1	$534K	Sell	13,082 -187	-1%	-$8.08K	0.02%	149
2022 Q4	$680K	Buy	13,269 +311	+2%	+$14.9K	0.03%	141
2022 Q3	$568K	Sell	12,958 -447	-3%	-$21.7K	0.03%	146
2022 Q2	$705K	Sell	13,405 -6,659	-33%	-$339K	0.05%	133
2022 Q1	$1.04M	Buy	20,064 +489	+2%	+$25.4K	0.05%	143
2021 Q4	$1.16M	Sell	19,575 -3,305	-14%	-$164K	0.06%	133
2021 Q3	$986K	Sell	22,880 -20,534	-47%	-$910K	0.05%	139
2021 Q2	$1.7M	Buy	43,414 +607	+1%	+$23.6K	0.07%	121
2021 Q1	$1.55M	Buy	42,807 +954	+2%	+$33.9K	0.07%	124
2020 Q4	$1.54M	Sell	41,853 -3,702	-8%	-$136K	0.07%	117
2020 Q3	$1.59M	Buy	45,555 +515	+1%	+$18.1K	0.08%	144
2020 Q2	$1.4M	Sell	45,040 -813	-2%	-$27.6K	0.07%	137
2020 Q1	$1.42M	Sell	45,853 -13,061	-22%	-$445K	0.09%	130
2019 Q4	$2.19M	Buy	58,914 +9,890	+20%	+$352K	0.1%	112
2019 Q3	$1.67M	Sell	49,024 -2,427	-5%	-$88.3K	0.08%	133
2019 Q2	$2.11M	Sell	51,451 -21,781	-30%	-$865K	0.11%	103
2019 Q1	$2.95M	Sell	73,232 -2,725	-4%	-$109K	0.14%	104
2018 Q4	$3.15M	Buy	75,957 +17,822	+31%	+$740K	0.16%	101
2018 Q3	$2.43M	Buy	58,135 +6,243	+12%	+$240K	0.14%	95
2018 Q2	$1.78M	Buy	51,892 +2,029	+4%	+$69.3K	0.11%	115
2018 Q1	$1.68M	Buy	49,863 +9,530	+24%	+$328K	0.11%	106
2017 Q4	$1.39M	Sell	40,333 -7,583	-16%	-$259K	0.11%	99
2017 Q3	$1.59M	Sell	47,916 -63,487	-57%	-$2.04M	0.14%	113
2017 Q2	$3.55M	Buy	111,403 +15,703	+16%	+$495K	0.26%	74
2017 Q1	$3.11M	Buy	95,700 +38,143	+66%	+$1.2M	0.26%	80
2016 Q4	$1.77M	Buy	57,557 +22,627	+65%	+$691K	0.18%	101
2016 Q3	$1.07M	Buy	+34,930	New	+$1.17M	0.22%	59

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

Tiedemann Advisors's PFE Position: Q3 2023 in Review

Tiedemann Advisors increased its Pfizer (PFE) stake by 36% in Q3 2023, buying an estimated $376K and bringing the position to 40,000 shares worth $1.33M. The position accounts for 0.06% of the portfolio, ranked #100.

Tiedemann Advisors first reported a position in PFE in Q3 2016 and has held it in 29 quarters since. The position peaked at $3.55M in Q2 2017. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Tiedemann Advisors held 40,000 shares of Pfizer worth $1.33M as of Q3 2023.
Tiedemann Advisors bought 10,638 Pfizer shares in Q3 2023, an estimated $376K.
Pfizer made up 0.06% of Tiedemann Advisors's portfolio in Q3 2023, its #100 holding.
Tiedemann Advisors first reported a position in Pfizer in Q3 2016 and has held it in 29 quarters since.
Tiedemann Advisors's Pfizer position peaked at $3.55M in Q2 2017.
2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.