Lokken Investment Group’s Gilead Sciences GILD Stock Holding History

Lokken Investment Group’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 Q2	–	Sell	-2,885	Closed	-$239K	–	134
2023 Q1	$239K	Sell	2,885 -49	-2%	-$4.06K	0.18%	104
2022 Q4	$252K	Sell	2,934 -652	-18%	-$51.6K	0.2%	98
2022 Q3	$221K	Hold	3,586	–	–	0.19%	102
2022 Q2	$222K	Hold	3,586	–	–	0.18%	105
2022 Q1	$213K	Sell	3,586 -1,633	-31%	-$104K	0.17%	118
2021 Q4	$379K	Buy	5,219 +171	+3%	+$11.8K	0.27%	80
2021 Q3	$353K	Sell	5,048 -232	-4%	-$16.3K	0.28%	81
2021 Q2	$364K	Buy	5,280 +582	+12%	+$38.9K	0.3%	85
2021 Q1	$304K	Buy	4,698 +37	+0.8%	+$2.39K	0.27%	86
2020 Q4	$272K	Buy	+4,661	New	+$281K	0.25%	76

Other funds holding GILD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lokken Investment Group's GILD Position: Q2 2023 in Review

Lokken Investment Group sold out of Gilead Sciences (GILD) in Q2 2023, closing a stake of 2,885 shares — an estimated $239K sold.

Lokken Investment Group first reported a position in GILD in Q4 2020 and held it in 10 quarters. The position peaked at $379K in Q4 2021. 1,701 funds tracked by Wall St. Rank hold GILD as of Q2 2023.

Lokken Investment Group reported no remaining Gilead Sciences position as of Q2 2023 after selling out during the quarter.
Lokken Investment Group sold 2,885 Gilead Sciences shares in Q2 2023, an estimated $239K.
Lokken Investment Group first reported a position in Gilead Sciences in Q4 2020 and held it in 10 quarters.
Lokken Investment Group's Gilead Sciences position peaked at $379K in Q4 2021.
1,701 funds tracked by Wall St. Rank held Gilead Sciences as of Q2 2023.

Based on Lokken Investment Group's 13F filing for Q2 2023, filed 9 Aug 2023.