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Wilen Investment Management’s Pfizer PFE Stock Holding History

Wilen Investment 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
2022
Q3 		$13K Hold
300
– – 0.01% 84
2022
Q2 		$16K Hold
300
– – 0.01% 84
2022
Q1 		$15K Hold
300
– – 0.01% 90
2021
Q4 		$18K Hold
300
– – 0.01% 83
2021
Q3 		$13K Buy
+300
New +$13.3K 0.01% 90
2021
Q1 		– Sell
-300
Closed -$11K – 74
2020
Q4 		$11K Buy
+300
New +$11K 0.01% 91

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wilen Investment Management's PFE Position: Q3 2022 in Review

Wilen Investment Management held its Pfizer (PFE) position steady in Q3 2022 at 300 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #84.

Wilen Investment Management first reported a position in PFE in Q4 2020 and has held it in 6 quarters since. The position peaked at $18K in Q4 2021. 3,085 funds tracked by Wall St. Rank hold PFE as of Q3 2022.

  • Wilen Investment Management held 300 shares of Pfizer worth $13K as of Q3 2022.
  • Wilen Investment Management left its Pfizer share count unchanged in Q3 2022.
  • Pfizer made up 0.01% of Wilen Investment Management's portfolio in Q3 2022, its #84 holding.
  • Wilen Investment Management first reported a position in Pfizer in Q4 2020 and has held it in 6 quarters since.
  • Wilen Investment Management's Pfizer position peaked at $18K in Q4 2021.
  • 3,085 funds tracked by Wall St. Rank held Pfizer as of Q3 2022.

Based on Wilen Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.