GYL Financial Synergies’s GSK GSK Stock Holding History

GYL Financial Synergies’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 Q3	$347K	Sell	8,492 -12,266	-59%	-$502K	0.03%	276
2024 Q2	$799K	Sell	20,758 -229	-1%	-$9.63K	0.06%	196
2024 Q1	$900K	Sell	20,987 -417	-2%	-$17.2K	0.07%	192
2023 Q4	$793K	Sell	21,404 -12	-0.1%	-$431	0.07%	200
2023 Q3	$776K	Sell	21,416 -1,100	-5%	-$39K	0.08%	198
2023 Q2	$802K	Buy	22,516 +13,624	+153%	+$489K	0.07%	196
2023 Q1	$316K	Sell	8,892 -172	-2%	-$6.02K	0.04%	234
2022 Q4	$319K	Buy	9,064 +71	+0.8%	+$2.37K	0.07%	171
2022 Q3	$265K	Buy	+8,993	New	+$341K	0.07%	162
2022 Q2	–	Sell	-5,038	Closed	-$274K	–	197
2022 Q1	$274K	Buy	+5,038	New	+$274K	0.07%	164
2020 Q3	–	Sell	-4,214	Closed	-$215K	–	160
2020 Q2	$215K	Buy	+4,214	New	+$216K	0.16%	140
2020 Q1	–	Sell	-4,450	Closed	-$261K	–	160
2019 Q4	$261K	Buy	4,450 +548	+14%	+$30.5K	0.12%	150
2019 Q3	$208K	Buy	+3,902	New	+$201K	0.1%	163

Other funds holding GSK

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GYL Financial Synergies's GSK Position: Q3 2024 in Review

GYL Financial Synergies reduced its GSK (GSK) stake by 59% in Q3 2024, selling an estimated $502K and leaving 8,492 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #276.

GYL Financial Synergies first reported a position in GSK in Q3 2019 and has held it in 13 quarters since. The position peaked at $900K in Q1 2024. 900 funds tracked by Wall St. Rank hold GSK as of Q3 2024.

GYL Financial Synergies held 8,492 shares of GSK worth $347K as of Q3 2024.
GYL Financial Synergies sold 12,266 GSK shares in Q3 2024, an estimated $502K.
GSK made up 0.03% of GYL Financial Synergies's portfolio in Q3 2024, its #276 holding.
GYL Financial Synergies first reported a position in GSK in Q3 2019 and has held it in 13 quarters since.
GYL Financial Synergies's GSK position peaked at $900K in Q1 2024.
900 funds tracked by Wall St. Rank held GSK as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.