Cladis Investment Advisory’s GSK GSK Stock Holding History

Cladis Investment Advisory’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 Q4	–	Sell	-6,026	Closed	-$246K	–	136
2024 Q3	$246K	Hold	6,026	–	–	0.17%	113
2024 Q2	$232K	Hold	6,026	–	–	0.17%	119
2024 Q1	$258K	Hold	6,026	–	–	0.19%	116
2023 Q4	$223K	Hold	6,026	–	–	0.18%	120
2023 Q3	$218K	Hold	6,026	–	–	0.19%	115
2023 Q2	$215K	Buy	6,026 +66	+1%	+$2.37K	0.19%	122
2023 Q1	$212K	Hold	5,960	–	–	0.19%	123
2022 Q4	$209K	Buy	+5,960	New	+$199K	0.21%	119
2022 Q3	–	Sell	-6,160	Closed	-$335K	–	128
2022 Q2	$335K	Sell	6,160 -800	-11%	-$44.2K	0.33%	89
2022 Q1	$379K	Buy	6,960 +800	+13%	+$43.5K	0.31%	93
2021 Q4	$340K	Buy	+6,160	New	+$320K	0.27%	113

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cladis Investment Advisory's GSK Position: Q4 2024 in Review

Cladis Investment Advisory sold out of GSK (GSK) in Q4 2024, closing a stake of 6,026 shares — an estimated $246K sold.

Cladis Investment Advisory first reported a position in GSK in Q4 2021 and held it in 11 quarters. The position peaked at $379K in Q1 2022. 848 funds tracked by Wall St. Rank hold GSK as of Q4 2024.

Cladis Investment Advisory reported no remaining GSK position as of Q4 2024 after selling out during the quarter.
Cladis Investment Advisory sold 6,026 GSK shares in Q4 2024, an estimated $246K.
Cladis Investment Advisory first reported a position in GSK in Q4 2021 and held it in 11 quarters.
Cladis Investment Advisory's GSK position peaked at $379K in Q1 2022.
848 funds tracked by Wall St. Rank held GSK as of Q4 2024.

Based on Cladis Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.