Boston Financial Management’s GSK GSK Stock Holding History

Boston Financial Management’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
2024 Q4	$277K	Buy	8,182 +58	+0.7%	+$2.09K	0.01%	296
2024 Q3	$332K	Hold	8,124	–	–	0.01%	278
2024 Q2	$313K	Hold	8,124	–	–	0.01%	282
2024 Q1	$348K	Hold	8,124	–	–	0.01%	282
2023 Q4	$301K	Hold	8,124	–	–	0.01%	282
2023 Q3	$294K	Sell	8,124 -2,500	-24%	-$88.7K	0.01%	269
2023 Q2	$379K	Buy	+10,624	New	+$381K	0.01%	255
2018 Q3	–	Sell	-6,400	Closed	-$322K	–	298
2018 Q2	$322K	Sell	6,400 -2,844	-31%	-$143K	0.02%	220
2018 Q1	$451K	Hold	9,244	–	–	0.03%	194
2017 Q4	$410K	Hold	9,244	–	–	0.03%	207
2017 Q3	$469K	Hold	9,244	–	–	0.03%	198
2017 Q2	$498K	Hold	9,244	–	–	0.04%	202
2017 Q1	$487K	Hold	9,244	–	–	0.04%	208
2016 Q4	$445K	Hold	9,244	–	–	0.04%	209
2016 Q3	$498K	Hold	9,244	–	–	0.04%	200
2016 Q2	$501K	Buy	+9,244	New	+$487K	0.04%	193

Other funds holding GSK

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Boston Financial Management's GSK Position: Q4 2024 in Review

Boston Financial Management increased its GSK (GSK) stake by 0.71% in Q4 2024, buying an estimated $2.09K and bringing the position to 8,182 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #296.

Boston Financial Management first reported a position in GSK in Q2 2016 and has held it in 16 quarters since. The position peaked at $501K in Q2 2016. 849 funds tracked by Wall St. Rank hold GSK as of Q4 2024.

Boston Financial Management held 8,182 shares of GSK worth $277K as of Q4 2024.
Boston Financial Management bought 58 GSK shares in Q4 2024, an estimated $2.09K.
GSK made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #296 holding.
Boston Financial Management first reported a position in GSK in Q2 2016 and has held it in 16 quarters since.
Boston Financial Management's GSK position peaked at $501K in Q2 2016.
849 funds tracked by Wall St. Rank held GSK as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.