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Capstone Financial Group’s GSK GSK Stock Holding History

Capstone Financial Group’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
2020
Q3 		$1.44M Buy
31,196
+1,809
+6% +$90.6K 1.11% 29
2020
Q2 		$1.48M Buy
+29,387
New +$1.51M 1.22% 23

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Capstone Financial Group's GSK Position: Q3 2020 in Review

Capstone Financial Group increased its GSK (GSK) stake by 6.2% in Q3 2020, buying an estimated $90.6K and bringing the position to 31,196 shares worth $1.44M. The position accounts for 1.11% of the portfolio, ranked #29.

Capstone Financial Group first reported a position in GSK in Q2 2020 and has held it in 2 quarters since. The position peaked at $1.48M in Q2 2020. 826 funds tracked by Wall St. Rank hold GSK as of Q3 2020.

  • Capstone Financial Group held 31,196 shares of GSK worth $1.44M as of Q3 2020.
  • Capstone Financial Group bought 1,809 GSK shares in Q3 2020, an estimated $90.6K.
  • GSK made up 1.11% of Capstone Financial Group's portfolio in Q3 2020, its #29 holding.
  • Capstone Financial Group first reported a position in GSK in Q2 2020 and has held it in 2 quarters since.
  • Capstone Financial Group's GSK position peaked at $1.48M in Q2 2020.
  • 826 funds tracked by Wall St. Rank held GSK as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.