Welch Capital Partners’s Pfizer PFE Stock Holding History

Welch Capital Partners’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
2022 Q1	–	Sell	-3,621	Closed	-$214K	–	44
2021 Q4	$214K	Buy	+3,621	New	+$179K	0.05%	43
2014 Q2	–	Sell	-25,460	Closed	-$776K	–	41
2014 Q1	$776K	Hold	25,460	–	–	0.28%	32
2013 Q4	$740K	Hold	25,460	–	–	0.25%	32
2013 Q3	$694K	Hold	25,460	–	–	0.24%	38
2013 Q2	$677K	Buy	+25,460	New	+$703K	0.24%	37

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Welch Capital Partners's PFE Position: Q1 2022 in Review

Welch Capital Partners sold out of Pfizer (PFE) in Q1 2022, closing a stake of 3,621 shares — an estimated $214K sold.

Welch Capital Partners first reported a position in PFE in Q2 2013 and held it in 5 quarters. The position peaked at $776K in Q1 2014. 3,195 funds tracked by Wall St. Rank hold PFE as of Q1 2022.

Welch Capital Partners reported no remaining Pfizer position as of Q1 2022 after selling out during the quarter.
Welch Capital Partners sold 3,621 Pfizer shares in Q1 2022, an estimated $214K.
Welch Capital Partners first reported a position in Pfizer in Q2 2013 and held it in 5 quarters.
Welch Capital Partners's Pfizer position peaked at $776K in Q1 2014.
3,195 funds tracked by Wall St. Rank held Pfizer as of Q1 2022.

Based on Welch Capital Partners's 13F filing for Q1 2022, filed 13 May 2022.