Zullo Investment Group’s Pfizer PFE Stock Holding History

Zullo Investment 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
2024 Q2	–	Sell	-9,545	Closed	-$265K	–	155
2024 Q1	$265K	Sell	9,545 -5,907	-38%	-$164K	0.12%	131
2023 Q4	$445K	Sell	15,452 -2,055	-12%	-$62.1K	0.23%	90
2023 Q3	$581K	Buy	17,507 +29	+0.2%	+$1.03K	0.34%	66
2023 Q2	$641K	Sell	17,478 -408	-2%	-$15.9K	0.37%	62
2023 Q1	$730K	Buy	17,886 +275	+2%	+$11.9K	0.45%	57
2022 Q4	$902K	Buy	17,611 +45	+0.3%	+$2.16K	0.55%	45
2022 Q3	$769K	Buy	17,566 +555	+3%	+$27K	0.5%	45
2022 Q2	$892K	Sell	17,011 -221	-1%	-$11.3K	0.56%	43
2022 Q1	$892K	Buy	17,232 +579	+3%	+$30K	0.46%	50
2021 Q4	$983K	Buy	+16,653	New	+$825K	0.51%	49

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Zullo Investment Group's PFE Position: Q2 2024 in Review

Zullo Investment Group sold out of Pfizer (PFE) in Q2 2024, closing a stake of 9,545 shares — an estimated $265K sold.

Zullo Investment Group first reported a position in PFE in Q4 2021 and held it in 10 quarters. The position peaked at $983K in Q4 2021. 2,873 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

Zullo Investment Group reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
Zullo Investment Group sold 9,545 Pfizer shares in Q2 2024, an estimated $265K.
Zullo Investment Group first reported a position in Pfizer in Q4 2021 and held it in 10 quarters.
Zullo Investment Group's Pfizer position peaked at $983K in Q4 2021.
2,873 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Zullo Investment Group's 13F filing for Q2 2024, filed 13 Aug 2024.