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 $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Fisher Asset Management

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

Primecap Management

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return