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Lee Financial’s GSK GSK Stock Holding History

Lee Financial’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
Q1 		– Sell
-360
Closed -$13.3K – 438
2023
Q4 		$13.3K Hold
360
– – ﹤0.01% 380
2023
Q3 		$13.1K Hold
360
– – ﹤0.01% 370
2023
Q2 		$12.8K Hold
360
– – ﹤0.01% 374
2023
Q1 		$12.8K Hold
360
– – ﹤0.01% 375
2022
Q4 		$12.7K Hold
360
– – ﹤0.01% 419
2022
Q3 		$11K Sell
360
-1
-0.3% -$38 ﹤0.01% 418
2022
Q2 		$20K Hold
361
– – ﹤0.01% 333
2022
Q1 		$20K Hold
361
– – ﹤0.01% 339
2021
Q4 		$20K Sell
361
-320
-47% -$16.6K ﹤0.01% 371
2021
Q3 		$33K Buy
681
+320
+89% +$16.1K 0.01% 268
2021
Q2 		$18K Hold
361
– – ﹤0.01% 335
2021
Q1 		$16K Hold
361
– – ﹤0.01% 334
2020
Q4 		$17K Buy
+361
New +$16.6K ﹤0.01% 311
2019
Q3 		– Sell
-360
Closed -$18K – 521
2019
Q2 		$18K Hold
360
– – ﹤0.01% 271
2019
Q1 		$19K Hold
360
– – ﹤0.01% 258
2018
Q4 		$17K Sell
360
-27,430
-99% -$1.35M ﹤0.01% 236
2018
Q3 		$1.4M Sell
27,790
-3,081
-10% -$157K 0.34% 39
2018
Q2 		$1.55M Sell
30,871
-724
-2% -$36.5K 0.37% 39
2018
Q1 		$1.54M Buy
31,595
+2,945
+10% +$137K 0.39% 41
2017
Q4 		$1.27M Sell
28,650
-440
-2% -$20.3K 0.37% 54
2017
Q3 		$1.48M Sell
29,090
-328
-1% -$16.6K 0.48% 41
2017
Q2 		$1.58M Buy
29,418
+351
+1% +$18.7K 0.58% 37
2017
Q1 		$1.53M Sell
29,067
-316
-1% -$16K 0.61% 34
2016
Q4 		$1.41M Buy
+29,383
New +$1.45M 0.79% 26

Other funds holding GSK

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lee Financial's GSK Position: Q1 2024 in Review

Lee Financial sold out of GSK (GSK) in Q1 2024, closing a stake of 360 shares — an estimated $13.3K sold.

Lee Financial first reported a position in GSK in Q4 2016 and held it in 24 quarters. The position peaked at $1.58M in Q2 2017. 910 funds tracked by Wall St. Rank hold GSK as of Q1 2024.

  • Lee Financial reported no remaining GSK position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 360 GSK shares in Q1 2024, an estimated $13.3K.
  • Lee Financial first reported a position in GSK in Q4 2016 and held it in 24 quarters.
  • Lee Financial's GSK position peaked at $1.58M in Q2 2017.
  • 910 funds tracked by Wall St. Rank held GSK as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.