Hoertkorn Richard Charles’s GSK GSK Stock Holding History

Hoertkorn Richard Charles’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
2022 Q4	–	Sell	-2,053	Closed	-$60K	–	87
2022 Q3	$60K	Sell	2,053 -1	-0%	-$38	0.03%	53
2022 Q2	$112K	Hold	2,054	–	–	0.06%	46
2022 Q1	$112K	Hold	2,054	–	–	0.05%	48
2021 Q4	$113K	Hold	2,054	–	–	0.05%	55
2021 Q3	$98K	Sell	2,054 -160	-7%	-$8.04K	0.04%	54
2021 Q2	$110K	Sell	2,214 -5,026	-69%	-$241K	0.05%	53
2021 Q1	$323K	Sell	7,240 -1,600	-18%	-$72.6K	0.16%	41
2020 Q4	$407K	Sell	8,840 -1,520	-15%	-$69.8K	0.22%	39
2020 Q3	$487K	Sell	10,360 -480	-4%	-$24.1K	0.32%	34
2020 Q2	$553K	Sell	10,840 -92	-0.8%	-$4.72K	0.38%	35
2020 Q1	$518K	Sell	10,932 -240	-2%	-$12.8K	0.42%	31
2019 Q4	$656K	Sell	11,172 -1,440	-11%	-$80.1K	0.4%	34
2019 Q3	$673K	Sell	12,612 -3,488	-22%	-$179K	0.44%	34
2019 Q2	$805K	Sell	16,100 -160	-1%	-$8.03K	0.54%	34
2019 Q1	$849K	Sell	16,260 -1,260	-7%	-$63K	0.56%	34
2018 Q4	$837K	Sell	17,520 -1,240	-7%	-$61.1K	0.59%	35
2018 Q3	$942K	Sell	18,760 -720	-4%	-$36.6K	0.56%	36
2018 Q2	$982K	Sell	19,480 -1,940	-9%	-$97.7K	0.6%	33
2018 Q1	$1.05M	Sell	21,420 -17,040	-44%	-$794K	0.64%	34
2017 Q4	$1.71M	Buy	38,460 +1,640	+4%	+$75.8K	1.01%	30
2017 Q3	$1.87M	Sell	36,820 -520	-1%	-$26.4K	1.19%	28
2017 Q2	$2.01M	Buy	37,340 +1,360	+4%	+$72.5K	1.33%	24
2017 Q1	$1.9M	Buy	35,980 +1,840	+5%	+$93.3K	1.26%	26
2016 Q4	$1.64M	Buy	34,140 +25,140	+279%	+$1.24M	1.14%	27
2016 Q3	$485K	Buy	9,000 +1,440	+19%	+$79K	0.38%	42
2016 Q2	$410K	Buy	7,560 +400	+6%	+$21.1K	0.33%	42
2016 Q1	$363K	Buy	7,160 +840	+13%	+$41.8K	0.29%	43
2015 Q4	$319K	Hold	6,320	–	–	0.24%	46
2015 Q3	$304K	Buy	6,320 +840	+15%	+$43.7K	0.24%	46
2015 Q2	$285K	Buy	5,480 +1,040	+23%	+$58.6K	0.21%	43
2015 Q1	$256K	Buy	+4,440	New	+$255K	0.19%	44

Other funds holding GSK

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JEST

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Hoertkorn Richard Charles's GSK Position: Q4 2022 in Review

Hoertkorn Richard Charles sold out of GSK (GSK) in Q4 2022, closing a stake of 2,053 shares — an estimated $60K sold.

Hoertkorn Richard Charles first reported a position in GSK in Q1 2015 and held it in 31 quarters. The position peaked at $2.01M in Q2 2017. 813 funds tracked by Wall St. Rank hold GSK as of Q4 2022.

Hoertkorn Richard Charles reported no remaining GSK position as of Q4 2022 after selling out during the quarter.
Hoertkorn Richard Charles sold 2,053 GSK shares in Q4 2022, an estimated $60K.
Hoertkorn Richard Charles first reported a position in GSK in Q1 2015 and held it in 31 quarters.
Hoertkorn Richard Charles's GSK position peaked at $2.01M in Q2 2017.
813 funds tracked by Wall St. Rank held GSK as of Q4 2022.

Based on Hoertkorn Richard Charles's 13F filing for Q4 2022, filed 10 Feb 2023.