SEC 13F Intelligence

Cubic Asset Management, LLC / PFE

Cubic Asset Management, LLC’s Pfizer Inc Position

Does Cubic Asset Management, LLC own Pfizer Inc (PFE)? Yes158.4K shares worth $4M (+1.04% of its 13F portfolio) as of Q1 2024, up from 153.8K shares the prior filed quarter.

Position Value
$4M
Q1 2024
Shares
158.4K
% of Portfolio
+1.04%
Quarters Held
21
currently held

Position History PFE

Reported value by quarter
Q1 ’19: $7MQ1 ’19Q2 ’19: $7MQ3 ’19: $6MQ4 ’19: $7MQ4 ’19Q1 ’20: $5MQ2 ’20: $6MQ3 ’20: $6MQ3 ’20Q4 ’20: $6MQ1 ’21: $6MQ2 ’21: $6MQ2 ’21Q3 ’21: $7MQ4 ’21: $10MQ1 ’22: $9MQ1 ’22Q2 ’22: $9MQ3 ’22: $7MQ4 ’22: $8MQ4 ’22Q1 ’23: $6MQ2 ’23: $6MQ3 ’23: $5MQ3 ’23Q4 ’23: $4MQ1 ’24: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2024158.4K$4M+1.04%
Q4 2023153.8K$4M+1.14%
Q3 2023147.3K$5M+1.34%
Q2 2023156.3K$6M+1.54%
Q1 2023154.9K$6M+1.77%
Q4 2022154.6K$8M+2.26%
Q3 2022163.0K$7M+2.12%
Q2 2022163.4K$9M+2.31%
Q1 2022165.7K$9M+2.00%
Q4 2021165.7K$10M+2.22%
Q3 2021165.4K$7M+1.76%
Q2 2021165.8K$6M+1.60%
Q1 2021166.3K$6M+1.59%
Q4 2020168.6K$6M+1.84%
Q3 2020167.7K$6M+2.21%
Q2 2020168.5K$6M+1.97%
Q1 2020167.8K$5M+2.21%
Q4 2019171.3K$7M+1.89%
Q3 2019164.8K$6M+1.77%
Q2 2019161.4K$7M+2.10%
Q1 2019165.9K$7M+2.08%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cubic Asset Management, LLC’s full portfolio or all institutional holders of PFE.