Westwood Management Corporation’s Pfizer PFE Stock Holding History

Westwood Management Corporation’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 Q2	–	Sell	-5,866	Closed	-$239K	–	71
2023 Q1	$239K	Hold	5,866	–	–	0.03%	65
2022 Q4	$301K	Hold	5,866	–	–	0.04%	58
2022 Q3	$257K	Hold	5,866	–	–	0.03%	64
2022 Q2	$308K	Hold	5,866	–	–	0.04%	59
2022 Q1	$304K	Hold	5,866	–	–	0.03%	64
2021 Q4	$346K	Hold	5,866	–	–	0.03%	65
2021 Q3	$252K	Hold	5,866	–	–	0.02%	71
2021 Q2	$230K	Hold	5,866	–	–	0.02%	76
2021 Q1	$213K	Hold	5,866	–	–	0.02%	77
2020 Q4	$216K	Buy	+5,866	New	+$215K	0.02%	72

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

Westwood Management Corporation's PFE Position: Q2 2023 in Review

Westwood Management Corporation sold out of Pfizer (PFE) in Q2 2023, closing a stake of 5,866 shares — an estimated $239K sold.

Westwood Management Corporation first reported a position in PFE in Q4 2020 and held it in 10 quarters. The position peaked at $346K in Q4 2021. 3,041 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Westwood Management Corporation reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
Westwood Management Corporation sold 5,866 Pfizer shares in Q2 2023, an estimated $239K.
Westwood Management Corporation first reported a position in Pfizer in Q4 2020 and held it in 10 quarters.
Westwood Management Corporation's Pfizer position peaked at $346K in Q4 2021.
3,041 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Westwood Management Corporation's 13F filing for Q2 2023, filed 26 Jul 2023.