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Unionview LLC’s Pfizer PFE Stock Holding History

Unionview LLC’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
2024
Q4 		– Sell
-7,896
Closed -$229K – 94
2024
Q3 		$229K Buy
+7,896
New +$230K 0.18% 84
2024
Q1 		– Sell
-7,391
Closed -$213K – 94
2023
Q4 		$213K Sell
7,391
-673
-8% -$20.3K 0.19% 80
2023
Q3 		$267K Sell
8,064
-368
-4% -$13K 0.25% 64
2023
Q2 		$309K Buy
8,432
+98
+1% +$3.81K 0.28% 63
2023
Q1 		$340K Buy
8,334
+236
+3% +$10.2K 0.32% 55
2022
Q4 		$415K Buy
8,098
+79
+1% +$3.79K 0.41% 46
2022
Q3 		$351K Sell
8,019
-163
-2% -$7.92K 0.4% 47
2022
Q2 		$429K Buy
8,182
+652
+9% +$33.2K 0.48% 45
2022
Q1 		$390K Buy
7,530
+121
+2% +$6.28K 0.36% 53
2021
Q4 		$438K Buy
+7,409
New +$367K 0.41% 44

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Unionview LLC's PFE Position: Q4 2024 in Review

Unionview LLC sold out of Pfizer (PFE) in Q4 2024, closing a stake of 7,896 shares — an estimated $229K sold.

Unionview LLC first reported a position in PFE in Q4 2021 and held it in 10 quarters. The position peaked at $438K in Q4 2021. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Unionview LLC reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • Unionview LLC sold 7,896 Pfizer shares in Q4 2024, an estimated $229K.
  • Unionview LLC first reported a position in Pfizer in Q4 2021 and held it in 10 quarters.
  • Unionview LLC's Pfizer position peaked at $438K in Q4 2021.
  • 2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.