Capstone Investment Advisors
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Capstone Investment Advisors’s GSK GSK Stock Holding History

Capstone Investment Advisors’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
2023
Q4 		– Sell
-9,124
Closed -$331K – 2224
2023
Q3 		$331K Buy
+9,124
New +$324K ﹤0.01% 1542
2022
Q2 		– Sell
-3,840
Closed -$209K – 1950
2022
Q1 		$209K Buy
+3,840
New +$209K ﹤0.01% 1670

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

Capstone Investment Advisors's GSK Position: Q4 2023 in Review

Capstone Investment Advisors sold out of GSK (GSK) in Q4 2023, closing a stake of 9,124 shares — an estimated $331K sold.

Capstone Investment Advisors first reported a position in GSK in Q1 2022 and held it in 2 quarters. The position peaked at $331K in Q3 2023. 895 funds tracked by Wall St. Rank hold GSK as of Q4 2023.

  • Capstone Investment Advisors reported no remaining GSK position as of Q4 2023 after selling out during the quarter.
  • Capstone Investment Advisors sold 9,124 GSK shares in Q4 2023, an estimated $331K.
  • Capstone Investment Advisors first reported a position in GSK in Q1 2022 and held it in 2 quarters.
  • Capstone Investment Advisors's GSK position peaked at $331K in Q3 2023.
  • 895 funds tracked by Wall St. Rank held GSK as of Q4 2023.

Based on Capstone Investment Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.