JF
GILD icon

Joule Financial’s Gilead Sciences GILD Stock Holding History

Joule Financial’s Portfolio GILD Stock Details GILD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,650
Closed -$423K – 115
2023
Q3 		$423K Sell
5,650
-1,376
-20% -$106K 0.22% 64
2023
Q2 		$541K Buy
7,026
+2,840
+68% +$227K 0.28% 45
2023
Q1 		$347K Buy
+4,186
New +$347K 0.19% 63

Other funds holding GILD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Joule Financial's GILD Position: Q4 2023 in Review

Joule Financial sold out of Gilead Sciences (GILD) in Q4 2023, closing a stake of 5,650 shares — an estimated $423K sold.

Joule Financial first reported a position in GILD in Q1 2023 and held it in 3 quarters. The position peaked at $541K in Q2 2023. 1,775 funds tracked by Wall St. Rank hold GILD as of Q4 2023.

  • Joule Financial reported no remaining Gilead Sciences position as of Q4 2023 after selling out during the quarter.
  • Joule Financial sold 5,650 Gilead Sciences shares in Q4 2023, an estimated $423K.
  • Joule Financial first reported a position in Gilead Sciences in Q1 2023 and held it in 3 quarters.
  • Joule Financial's Gilead Sciences position peaked at $541K in Q2 2023.
  • 1,775 funds tracked by Wall St. Rank held Gilead Sciences as of Q4 2023.

Based on Joule Financial's 13F filing for Q4 2023, filed 11 Jan 2024.