Jeppson Wealth Management’s GSK GSK Stock Holding History

Jeppson Wealth 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
2022 Q3	–	Sell	-8,915	Closed	-$485K	–	200
2022 Q2	$485K	Buy	8,915 +996	+13%	+$55K	0.21%	103
2022 Q1	$431K	Buy	7,919 +460	+6%	+$25K	0.2%	106
2021 Q4	$411K	Hold	7,459	–	–	0.2%	101
2021 Q3	$356K	Buy	7,459 +80	+1%	+$4.02K	0.19%	101
2021 Q2	$367K	Hold	7,379	–	–	0.2%	98
2021 Q1	$329K	Buy	7,379 +80	+1%	+$3.63K	0.2%	97
2020 Q4	$336K	Buy	7,299 +6,159	+540%	+$283K	0.22%	95
2020 Q3	$54K	Buy	+1,140	New	+$57.1K	0.04%	215

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jeppson Wealth Management's GSK Position: Q3 2022 in Review

Jeppson Wealth Management sold out of GSK (GSK) in Q3 2022, closing a stake of 8,915 shares — an estimated $485K sold.

Jeppson Wealth Management first reported a position in GSK in Q3 2020 and held it in 8 quarters. The position peaked at $485K in Q2 2022. 742 funds tracked by Wall St. Rank hold GSK as of Q3 2022.

Jeppson Wealth Management reported no remaining GSK position as of Q3 2022 after selling out during the quarter.
Jeppson Wealth Management sold 8,915 GSK shares in Q3 2022, an estimated $485K.
Jeppson Wealth Management first reported a position in GSK in Q3 2020 and held it in 8 quarters.
Jeppson Wealth Management's GSK position peaked at $485K in Q2 2022.
742 funds tracked by Wall St. Rank held GSK as of Q3 2022.

Based on Jeppson Wealth Management's 13F filing for Q3 2022, filed 20 Oct 2022.