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Zeke Capital Advisors’s Pfizer PFE Stock Holding History

Zeke Capital Advisors’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
Q4 		$2.37M Buy
46,201
+760
+2% +$36.4K 0.15% 65
2022
Q3 		$1.99M Buy
45,441
+20
+0% +$972 0.14% 70
2022
Q2 		$2.38M Buy
45,421
+1,896
+4% +$96.6K 0.16% 67
2022
Q1 		$2.25M Buy
43,525
+30,040
+223% +$1.56M 0.11% 86
2021
Q4 		$796K Buy
13,485
+702
+5% +$34.8K 0.05% 112
2021
Q3 		$550K Sell
12,783
-1,247
-9% -$55.2K 0.03% 135
2021
Q2 		$549K Sell
14,030
-295
-2% -$11.5K 0.03% 135
2021
Q1 		$519K Buy
+14,325
New +$509K 0.04% 130
2020
Q2 		– Sell
-34,400
Closed -$1.06M – 256
2020
Q1 		$1.06M Sell
34,400
-131,374
-79% -$4.48M 0.3% 46
2019
Q4 		$6.16M Buy
165,774
+57,231
+53% +$2.04M 0.51% 40
2019
Q3 		$3.7M Sell
108,543
-12,326
-10% -$448K 0.33% 66
2019
Q2 		$4.97M Sell
120,869
-6,034
-5% -$240K 0.47% 44
2019
Q1 		$5.11M Sell
126,903
-23,073
-15% -$924K 0.48% 39
2018
Q4 		$6.21M Sell
149,976
-47,799
-24% -$1.98M 0.59% 33
2018
Q3 		$8.27M Buy
197,775
+1,529
+0.8% +$58.9K 0.68% 23
2018
Q2 		$6.75M Sell
196,246
-11,978
-6% -$409K 0.63% 32
2018
Q1 		$7.01M Buy
208,224
+31,438
+18% +$1.08M 0.65% 28
2017
Q4 		$6.08M Buy
176,786
+42,066
+31% +$1.43M 0.64% 23
2017
Q3 		$4.56M Buy
134,720
+53,354
+66% +$1.71M 0.63% 22
2017
Q2 		$2.59M Buy
81,366
+8,834
+12% +$279K 0.5% 30
2017
Q1 		$2.35M Buy
72,532
+24,329
+50% +$767K 0.48% 29
2016
Q4 		$1.49M Buy
48,203
+33,507
+228% +$1.02M 0.4% 35
2016
Q3 		$448K Buy
+14,696
New +$491K 0.2% 37
2014
Q3 		– Sell
-7,171
Closed -$202K – 67
2014
Q2 		$202K Buy
7,171
+141
+2% +$4.02K 0.16% 60
2014
Q1 		$214K Buy
+7,030
New +$210K 0.19% 51
2013
Q4 		– Sell
-7,752
Closed -$211K – 64
2013
Q3 		$211K Sell
7,752
-1,054
-12% -$28.7K 0.2% 52
2013
Q2 		$234K Buy
+8,806
New +$243K 0.19% 37

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Zeke Capital Advisors's PFE Position: Q4 2022 in Review

Zeke Capital Advisors increased its Pfizer (PFE) stake by 1.7% in Q4 2022, buying an estimated $36.4K and bringing the position to 46,201 shares worth $2.37M. The position accounts for 0.15% of the portfolio, ranked #65.

Zeke Capital Advisors first reported a position in PFE in Q2 2013 and has held it in 27 quarters since. The position peaked at $8.27M in Q3 2018. 3,265 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

  • Zeke Capital Advisors held 46,201 shares of Pfizer worth $2.37M as of Q4 2022.
  • Zeke Capital Advisors bought 760 Pfizer shares in Q4 2022, an estimated $36.4K.
  • Pfizer made up 0.15% of Zeke Capital Advisors's portfolio in Q4 2022, its #65 holding.
  • Zeke Capital Advisors first reported a position in Pfizer in Q2 2013 and has held it in 27 quarters since.
  • Zeke Capital Advisors's Pfizer position peaked at $8.27M in Q3 2018.
  • 3,265 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.