Capital Analysts LLC’s GSK GSK Stock Holding History

Capital Analysts LLC’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	-29	Closed	-$1K	–	1125
2023 Q4	$1K	Buy	29 +5	+21%	+$179	﹤0.01%	1056
2023 Q3	$1K	Buy	+24	New	+$852	﹤0.01%	1102
2022 Q4	–	Sell	-296	Closed	-$9K	–	1102
2022 Q3	$9K	Sell	296 -5	-2%	-$190	﹤0.01%	817
2022 Q2	$16K	Buy	+301	New	+$16.6K	﹤0.01%	728
2022 Q1	–	Sell	-327	Closed	-$18K	–	972
2021 Q4	$18K	Buy	327 +3	+0.9%	+$156	﹤0.01%	729
2021 Q3	$15K	Buy	+324	New	+$16.3K	﹤0.01%	740
2015 Q2	–	Sell	-125	Closed	-$7.21K	–	385
2015 Q1	$7.21K	Buy	125 +3	+2%	+$172	﹤0.01%	355
2014 Q4	$6.58K	Buy	122 +1	+0.8%	+$56	﹤0.01%	359
2014 Q3	$6.98K	Buy	121 +1	+0.8%	+$61	﹤0.01%	354
2014 Q2	$8.02K	Buy	+120	New	+$8.12K	﹤0.01%	346

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

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Holocene Advisors New York $41.5B AUM 42.97% 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

Capital Analysts LLC's GSK Position: Q1 2024 in Review

Capital Analysts LLC sold out of GSK (GSK) in Q1 2024, closing a stake of 29 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in GSK in Q2 2014 and held it in 10 quarters. The position peaked at $18K in Q4 2021. 910 funds tracked by Wall St. Rank hold GSK as of Q1 2024.

Capital Analysts LLC reported no remaining GSK position as of Q1 2024 after selling out during the quarter.
Capital Analysts LLC sold 29 GSK shares in Q1 2024, an estimated $1K.
Capital Analysts LLC first reported a position in GSK in Q2 2014 and held it in 10 quarters.
Capital Analysts LLC's GSK position peaked at $18K in Q4 2021.
910 funds tracked by Wall St. Rank held GSK as of Q1 2024.

Based on Capital Analysts LLC's 13F filing for Q1 2024, filed 14 May 2024.