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Bourgeon Capital Management’s GSK GSK Stock Holding History

Bourgeon Capital 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
Q1 		– Sell
-63
Closed -$2.33K – 214
2023
Q4 		$2.33K Buy
63
+32
+103% +$1.15K ﹤0.01% 296
2023
Q3 		$1.12K Buy
+31
New +$1.1K ﹤0.01% 303
2020
Q4 		– Sell
-22
Closed -$1K – 287
2020
Q3 		$1K Buy
+22
New +$1.1K ﹤0.01% 276

Other funds holding GSK

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bourgeon Capital Management's GSK Position: Q1 2024 in Review

Bourgeon Capital Management sold out of GSK (GSK) in Q1 2024, closing a stake of 63 shares — an estimated $2.33K sold.

Bourgeon Capital Management first reported a position in GSK in Q3 2020 and held it in 3 quarters. The position peaked at $2.33K in Q4 2023. 910 funds tracked by Wall St. Rank hold GSK as of Q1 2024.

  • Bourgeon Capital Management reported no remaining GSK position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 63 GSK shares in Q1 2024, an estimated $2.33K.
  • Bourgeon Capital Management first reported a position in GSK in Q3 2020 and held it in 3 quarters.
  • Bourgeon Capital Management's GSK position peaked at $2.33K in Q4 2023.
  • 910 funds tracked by Wall St. Rank held GSK as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.