Berman Capital Advisors’s GSK GSK Stock Holding History

Berman Capital Advisors’s Portfolio GSK Stock Details GSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$23K	Buy	500 +65	+15%	+$3.27K	﹤0.01%	932
2021 Q2	$21K	Buy	435 +91	+26%	+$4.37K	﹤0.01%	886
2021 Q1	$15K	Sell	344 -1,630	-83%	-$74K	﹤0.01%	893
2020 Q4	$90K	Buy	1,974 +9	+0.5%	+$413	0.02%	268
2020 Q3	$92K	Buy	1,965 +1,335	+212%	+$66.9K	0.03%	240
2020 Q2	$31K	Sell	630 -496	-44%	-$25.4K	0.01%	427
2020 Q1	$52K	Buy	1,126 +614	+120%	+$32.8K	0.02%	288
2019 Q4	$30K	Buy	512 +2	+0.4%	+$111	0.01%	427
2019 Q3	$27K	Sell	510 -15	-3%	-$772	0.01%	426
2019 Q2	$26K	Buy	525 +193	+58%	+$9.68K	0.01%	440
2019 Q1	$17K	Sell	332 -363	-52%	-$18.1K	0.01%	494
2018 Q4	$32K	Buy	+695	New	+$34.2K	0.01%	305

Other funds holding GSK

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Berman Capital Advisors's GSK Position: Q3 2021 in Review

Berman Capital Advisors increased its GSK (GSK) stake by 15% in Q3 2021, buying an estimated $3.27K and bringing the position to 500 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Berman Capital Advisors first reported a position in GSK in Q4 2018 and has held it in 12 quarters since. The position peaked at $92K in Q3 2020. 793 funds tracked by Wall St. Rank hold GSK as of Q3 2021.

Berman Capital Advisors held 500 shares of GSK worth $23K as of Q3 2021.
Berman Capital Advisors bought 65 GSK shares in Q3 2021, an estimated $3.27K.
GSK made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #932 holding.
Berman Capital Advisors first reported a position in GSK in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's GSK position peaked at $92K in Q3 2020.
793 funds tracked by Wall St. Rank held GSK as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.