Institutional & Family Asset Management’s GSK GSK Stock Holding History

Institutional & Family Asset Management’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 Q2	$9.89K	Buy	257 +3	+1%	+$126	﹤0.01%	419
2024 Q1	$10.9K	Buy	254 +2	+0.8%	+$82	﹤0.01%	396
2023 Q4	$9.34K	Buy	252 +2	+0.8%	+$72	﹤0.01%	401
2023 Q3	$9.06K	Buy	250 +3	+1%	+$106	﹤0.01%	389
2023 Q2	$8.81K	Buy	247 +2	+0.8%	+$72	﹤0.01%	401
2023 Q1	$8.72K	Buy	245 +2	+0.8%	+$70	﹤0.01%	395
2022 Q4	$8.54K	Buy	243 +3	+1%	+$100	﹤0.01%	393
2022 Q3	$7K	Sell	240 -44	-15%	-$1.67K	﹤0.01%	421
2022 Q2	$15K	Buy	284 +1	+0.4%	+$55	﹤0.01%	343
2022 Q1	$15K	Hold	283	–	–	﹤0.01%	390
2021 Q4	$16K	Buy	283 +1	+0.4%	+$52	﹤0.01%	394
2021 Q3	$13K	Hold	282	–	–	﹤0.01%	514
2021 Q2	$14K	Buy	282 +1	+0.4%	+$48	﹤0.01%	537
2021 Q1	$13K	Hold	281	–	–	﹤0.01%	535
2020 Q4	$13K	Buy	281 +1	+0.4%	+$46	﹤0.01%	498
2020 Q3	$13K	Hold	280	–	–	﹤0.01%	453
2020 Q2	$14K	Buy	280 +40	+17%	+$2.05K	﹤0.01%	443
2020 Q1	$11K	Hold	240	–	–	﹤0.01%	439
2019 Q4	$14K	Hold	240	–	–	﹤0.01%	462
2019 Q3	$13K	Hold	240	–	–	﹤0.01%	445
2019 Q2	$12K	Hold	240	–	–	﹤0.01%	476
2019 Q1	$13K	Hold	240	–	–	﹤0.01%	465
2018 Q4	$11K	Hold	240	–	–	﹤0.01%	459
2018 Q3	$12K	Hold	240	–	–	﹤0.01%	507
2018 Q2	$12K	Hold	240	–	–	﹤0.01%	495
2018 Q1	$12K	Buy	+240	New	+$11.2K	﹤0.01%	473

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Institutional & Family Asset Management's GSK Position: Q2 2024 in Review

Institutional & Family Asset Management increased its GSK (GSK) stake by 1.2% in Q2 2024, buying an estimated $126 and bringing the position to 257 shares worth $9.89K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Institutional & Family Asset Management first reported a position in GSK in Q1 2018 and has held it in 26 quarters since. The position peaked at $16K in Q4 2021. 884 funds tracked by Wall St. Rank hold GSK as of Q2 2024.

Institutional & Family Asset Management held 257 shares of GSK worth $9.89K as of Q2 2024.
Institutional & Family Asset Management bought 3 GSK shares in Q2 2024, an estimated $126.
GSK made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #419 holding.
Institutional & Family Asset Management first reported a position in GSK in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's GSK position peaked at $16K in Q4 2021.
884 funds tracked by Wall St. Rank held GSK as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.