Wilkinson Global Asset Management’s Pfizer PFE Stock Holding History

Wilkinson Global Asset 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
2023 Q4	–	Sell	-14,207	Closed	-$471K	–	92
2023 Q3	$471K	Hold	14,207	–	–	0.04%	59
2023 Q2	$521K	Hold	14,207	–	–	0.04%	58
2023 Q1	$580K	Hold	14,207	–	–	0.05%	54
2022 Q4	$728K	Sell	14,207 -1,100	-7%	-$52.7K	0.06%	48
2022 Q3	$670K	Hold	15,307	–	–	0.06%	49
2022 Q2	$803K	Sell	15,307 -500	-3%	-$25.5K	0.07%	47
2022 Q1	$818K	Hold	15,807	–	–	0.05%	54
2021 Q4	$933K	Sell	15,807 -75	-0.5%	-$3.72K	0.05%	55
2021 Q3	$683K	Buy	15,882 +2,161	+16%	+$95.7K	0.04%	59
2021 Q2	$537K	Buy	13,721 +4,275	+45%	+$166K	0.03%	65
2021 Q1	$342K	Buy	+9,446	New	+$335K	0.02%	74

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wilkinson Global Asset Management's PFE Position: Q4 2023 in Review

Wilkinson Global Asset Management sold out of Pfizer (PFE) in Q4 2023, closing a stake of 14,207 shares — an estimated $471K sold.

Wilkinson Global Asset Management first reported a position in PFE in Q1 2021 and held it in 11 quarters. The position peaked at $933K in Q4 2021. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Wilkinson Global Asset Management reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Wilkinson Global Asset Management sold 14,207 Pfizer shares in Q4 2023, an estimated $471K.
Wilkinson Global Asset Management first reported a position in Pfizer in Q1 2021 and held it in 11 quarters.
Wilkinson Global Asset Management's Pfizer position peaked at $933K in Q4 2021.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Wilkinson Global Asset Management's 13F filing for Q4 2023, filed 12 Feb 2024.