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Zimmermann Investment Management & Planning’s Pfizer PFE Stock Holding History

Zimmermann Investment Management & Planning’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
Q3 		– Sell
-8,888
Closed -$326K – 118
2023
Q2 		$326K Sell
8,888
-16
-0.2% -$623 0.15% 83
2023
Q1 		$363K Buy
8,904
+1,832
+26% +$79.1K 0.19% 83
2022
Q4 		$362K Buy
7,072
+104
+1% +$4.99K 0.21% 69
2022
Q3 		$305K Buy
+6,968
New +$339K 0.19% 71

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zimmermann Investment Management & Planning's PFE Position: Q3 2023 in Review

Zimmermann Investment Management & Planning sold out of Pfizer (PFE) in Q3 2023, closing a stake of 8,888 shares — an estimated $326K sold.

Zimmermann Investment Management & Planning first reported a position in PFE in Q3 2022 and held it in 4 quarters. The position peaked at $363K in Q1 2023. 2,926 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

  • Zimmermann Investment Management & Planning reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 8,888 Pfizer shares in Q3 2023, an estimated $326K.
  • Zimmermann Investment Management & Planning first reported a position in Pfizer in Q3 2022 and held it in 4 quarters.
  • Zimmermann Investment Management & Planning's Pfizer position peaked at $363K in Q1 2023.
  • 2,926 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2023, filed 31 Oct 2023.