Ulland Investment Advisors’s Pfizer PFE Stock Holding History

Ulland 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 Q4	–	Sell	-3,450	Closed	-$114K	–	224
2023 Q3	$114K	Sell	3,450 -10,662	-76%	-$377K	0.13%	71
2023 Q2	$518K	Sell	14,112 -1,795	-11%	-$69.9K	0.53%	35
2023 Q1	$649K	Sell	15,907 -1,598	-9%	-$69K	0.76%	29
2022 Q4	$897K	Buy	17,505 +3,535	+25%	+$169K	1.07%	26
2022 Q3	$611K	Sell	13,970 -800	-5%	-$38.9K	0.67%	37
2022 Q2	$774K	Sell	14,770 -4,000	-21%	-$204K	0.79%	33
2022 Q1	$972K	Sell	18,770 -340	-2%	-$17.6K	0.73%	35
2021 Q4	$1.13M	Buy	+19,110	New	+$947K	0.72%	32

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ulland Investment Advisors's PFE Position: Q4 2023 in Review

Ulland Investment Advisors sold out of Pfizer (PFE) in Q4 2023, closing a stake of 3,450 shares — an estimated $114K sold.

Ulland Investment Advisors first reported a position in PFE in Q4 2021 and held it in 8 quarters. The position peaked at $1.13M in Q4 2021. 2,936 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Ulland Investment Advisors reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Ulland Investment Advisors sold 3,450 Pfizer shares in Q4 2023, an estimated $114K.
Ulland Investment Advisors first reported a position in Pfizer in Q4 2021 and held it in 8 quarters.
Ulland Investment Advisors's Pfizer position peaked at $1.13M in Q4 2021.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Ulland Investment Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.