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Wharton Business Group’s Pfizer PFE Stock Holding History

Wharton Business Group’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
-11,907
Closed -$395K – 139
2023
Q3 		$395K Hold
11,907
– – 0.02% 106
2023
Q2 		$437K Hold
11,907
– – 0.03% 94
2023
Q1 		$485K Hold
11,907
– – 0.03% 92
2022
Q4 		$610K Hold
11,907
– – 0.04% 86
2022
Q3 		$521K Hold
11,907
– – 0.04% 82
2022
Q2 		$624K Hold
11,907
– – 0.04% 79
2022
Q1 		$616K Hold
11,907
– – 0.04% 77
2021
Q4 		$703K Buy
+11,907
New +$590K 0.04% 76
2021
Q3 		– Sell
-11,907
Closed -$466K – 115
2021
Q2 		$466K Hold
11,907
– – 0.04% 82
2021
Q1 		$431K Buy
11,907
+146
+1% +$5.18K 0.03% 84
2020
Q4 		$433K Sell
11,761
-41
-0.3% -$1.5K 0.04% 80
2020
Q3 		$411K Buy
11,802
+2,041
+21% +$71.6K 0.04% 77
2020
Q2 		$303K Sell
9,761
-48
-0.5% -$1.63K 0.03% 89
2020
Q1 		$304K Sell
9,809
-1,080
-10% -$36.8K 0.03% 72
2019
Q4 		$405K Hold
10,889
– – 0.04% 76
2019
Q3 		$371K Hold
10,889
– – 0.04% 74
2019
Q2 		$448K Hold
10,889
– – 0.05% 69
2019
Q1 		$439K Sell
10,889
-72
-0.7% -$2.88K 0.05% 73
2018
Q4 		$454K Hold
10,961
– – 0.05% 69
2018
Q3 		$458K Sell
10,961
-97
-0.9% -$3.73K 0.05% 69
2018
Q2 		$380K Buy
11,058
+347
+3% +$11.9K 0.04% 78
2018
Q1 		$361K Buy
10,711
+97
+0.9% +$3.33K 0.04% 76
2017
Q4 		$365K Hold
10,614
– – 0.04% 81
2017
Q3 		$359K Buy
10,614
+1,025
+11% +$32.9K 0.04% 84
2017
Q2 		$306K Buy
9,589
+103
+1% +$3.25K 0.03% 93
2017
Q1 		$308K Buy
+9,486
New +$299K 0.03% 95

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wharton Business Group's PFE Position: Q4 2023 in Review

Wharton Business Group sold out of Pfizer (PFE) in Q4 2023, closing a stake of 11,907 shares — an estimated $395K sold.

Wharton Business Group first reported a position in PFE in Q1 2017 and held it in 26 quarters. The position peaked at $703K in Q4 2021. 2,941 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

  • Wharton Business Group reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
  • Wharton Business Group sold 11,907 Pfizer shares in Q4 2023, an estimated $395K.
  • Wharton Business Group first reported a position in Pfizer in Q1 2017 and held it in 26 quarters.
  • Wharton Business Group's Pfizer position peaked at $703K in Q4 2021.
  • 2,941 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Wharton Business Group's 13F filing for Q4 2023, filed 7 Feb 2024.