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Buckingham Strategic Wealth’s GSK GSK Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$548K Sell
14,243
-478
-3% -$20.1K 0.01% 447
2024
Q1 		$631K Sell
14,721
-1,381
-9% -$57K 0.01% 415
2023
Q4 		$597K Sell
16,102
-829
-5% -$29.8K 0.01% 412
2023
Q3 		$614K Buy
16,931
+448
+3% +$15.9K 0.01% 380
2023
Q2 		$587K Buy
16,483
+8,131
+97% +$292K 0.01% 387
2023
Q1 		$293K Hold
8,352
– – 0.01% 487
2022
Q4 		$293K Sell
8,352
-3,656
-30% -$122K 0.01% 489
2022
Q3 		$353K Sell
12,008
-292
-2% -$11.1K 0.01% 437
2022
Q2 		$669K Buy
12,300
+59
+0.5% +$3.26K 0.01% 316
2022
Q1 		$666K Sell
12,241
-1,035
-8% -$56.2K 0.01% 316
2021
Q4 		$732K Buy
13,276
+830
+7% +$43.2K 0.01% 301
2021
Q3 		$594K Buy
12,446
+467
+4% +$23.5K 0.01% 324
2021
Q2 		$596K Buy
11,979
+1,363
+13% +$65.5K 0.01% 318
2021
Q1 		$474K Buy
10,616
+173
+2% +$7.85K 0.02% 341
2020
Q4 		$480K Buy
10,443
+2,133
+26% +$98K 0.03% 322
2020
Q3 		$391K Buy
8,310
+729
+10% +$36.5K 0.03% 309
2020
Q2 		$387K Sell
7,581
-3,107
-29% -$159K 0.04% 266
2020
Q1 		$506K Buy
10,688
+4,393
+70% +$234K 0.05% 248
2019
Q4 		$370K Buy
6,295
+197
+3% +$11K 0.04% 307
2019
Q3 		$325K Buy
6,098
+855
+16% +$44K 0.04% 309
2019
Q2 		$262K Buy
+5,243
New +$263K 0.03% 366
2018
Q1 		– Sell
-5,330
Closed -$236K – 328
2017
Q4 		$236K Buy
+5,330
New +$246K 0.05% 274
2017
Q3 		– Sell
-4,006
Closed -$216K – 295
2017
Q2 		$216K Buy
4,006
+8
+0.2% +$426 0.05% 273
2017
Q1 		$211K Buy
+3,998
New +$203K 0.06% 237
2016
Q2 		– Sell
-4,205
Closed -$213K – 254
2016
Q1 		$213K Buy
4,205
+33
+0.8% +$1.64K 0.07% 205
2015
Q4 		$210K Buy
+4,172
New +$213K 0.07% 184

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Buckingham Strategic Wealth's GSK Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its GSK (GSK) stake by 3.2% in Q2 2024, selling an estimated $20.1K and leaving 14,243 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #447.

Buckingham Strategic Wealth first reported a position in GSK in Q4 2015 and has held it in 26 quarters since. The position peaked at $732K in Q4 2021. 884 funds tracked by Wall St. Rank hold GSK as of Q2 2024.

  • Buckingham Strategic Wealth held 14,243 shares of GSK worth $548K as of Q2 2024.
  • Buckingham Strategic Wealth sold 478 GSK shares in Q2 2024, an estimated $20.1K.
  • GSK made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #447 holding.
  • Buckingham Strategic Wealth first reported a position in GSK in Q4 2015 and has held it in 26 quarters since.
  • Buckingham Strategic Wealth's GSK position peaked at $732K in Q4 2021.
  • 884 funds tracked by Wall St. Rank held GSK as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.