Weld Capital Management’s Pfizer PFE Stock Holding History

Weld Capital Management’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
2020 Q4	–	Sell	-5,852	Closed	-$204K	–	631
2020 Q3	$204K	Sell	5,852 -3,180	-35%	-$111K	0.08%	388
2020 Q2	$280K	Buy	+9,032	New	+$307K	0.11%	299
2020 Q1	–	Sell	-25,674	Closed	-$954K	–	638
2019 Q4	$954K	Buy	+25,674	New	+$914K	0.18%	194

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Weld Capital Management's PFE Position: Q4 2020 in Review

Weld Capital Management sold out of Pfizer (PFE) in Q4 2020, closing a stake of 5,852 shares — an estimated $204K sold.

Weld Capital Management first reported a position in PFE in Q4 2019 and held it in 3 quarters. The position peaked at $954K in Q4 2019. 2,674 funds tracked by Wall St. Rank hold PFE as of Q4 2020.

Weld Capital Management reported no remaining Pfizer position as of Q4 2020 after selling out during the quarter.
Weld Capital Management sold 5,852 Pfizer shares in Q4 2020, an estimated $204K.
Weld Capital Management first reported a position in Pfizer in Q4 2019 and held it in 3 quarters.
Weld Capital Management's Pfizer position peaked at $954K in Q4 2019.
2,674 funds tracked by Wall St. Rank held Pfizer as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.