Trail Ridge Investment Advisors’s Pfizer PFE Stock Holding History

Trail Ridge 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 Q3	–	Sell	-5,710	Closed	-$209K	–	111
2023 Q2	$209K	Buy	5,710 +257	+5%	+$10K	0.13%	112
2023 Q1	$222K	Sell	5,453 -1,774	-25%	-$76.6K	0.15%	108
2022 Q4	$370K	Buy	7,227 +1,040	+17%	+$49.9K	0.25%	89
2022 Q3	$295K	Sell	6,187 -5,414	-47%	-$263K	0.19%	110
2022 Q2	$608K	Buy	11,601 +371	+3%	+$18.9K	0.41%	74
2022 Q1	$581K	Buy	11,230 +972	+9%	+$50.4K	0.36%	80
2021 Q4	$606K	Buy	+10,258	New	+$508K	0.36%	73

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

Trail Ridge Investment Advisors's PFE Position: Q3 2023 in Review

Trail Ridge Investment Advisors sold out of Pfizer (PFE) in Q3 2023, closing a stake of 5,710 shares — an estimated $209K sold.

Trail Ridge Investment Advisors first reported a position in PFE in Q4 2021 and held it in 7 quarters. The position peaked at $608K in Q2 2022. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Trail Ridge Investment Advisors reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Trail Ridge Investment Advisors sold 5,710 Pfizer shares in Q3 2023, an estimated $209K.
Trail Ridge Investment Advisors first reported a position in Pfizer in Q4 2021 and held it in 7 quarters.
Trail Ridge Investment Advisors's Pfizer position peaked at $608K in Q2 2022.
2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

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