HeadInvest LLC’s GSK GSK Stock Holding History

HeadInvest LLC’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	-2,856	Closed	-$103K	–	406
2023 Q3	$103K	Buy	+2,856	New	+$101K	0.02%	278
2013 Q4	–	Sell	-3,253	Closed	-$204K	–	98
2013 Q3	$204K	Buy	+3,253	New	+$209K	0.09%	99

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

JEST

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

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

HeadInvest LLC's GSK Position: Q4 2023 in Review

HeadInvest LLC sold out of GSK (GSK) in Q4 2023, closing a stake of 2,856 shares — an estimated $103K sold.

HeadInvest LLC first reported a position in GSK in Q3 2013 and held it in 2 quarters. The position peaked at $204K in Q3 2013. 896 funds tracked by Wall St. Rank hold GSK as of Q4 2023.

HeadInvest LLC reported no remaining GSK position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 2,856 GSK shares in Q4 2023, an estimated $103K.
HeadInvest LLC first reported a position in GSK in Q3 2013 and held it in 2 quarters.
HeadInvest LLC's GSK position peaked at $204K in Q3 2013.
896 funds tracked by Wall St. Rank held GSK as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.