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Marotta Asset Management’s GSK GSK Stock Holding History

Marotta 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
2022
Q4 		– Sell
-15,754
Closed -$464K – 109
2022
Q3 		$464K Sell
15,754
-379
-2% -$14.4K 0.12% 67
2022
Q2 		$882K Sell
16,133
-470
-3% -$25.9K 0.22% 53
2022
Q1 		$904K Buy
16,603
+351
+2% +$19.1K 0.21% 52
2021
Q4 		$896K Buy
16,252
+574
+4% +$29.9K 0.2% 49
2021
Q3 		$749K Buy
15,678
+140
+0.9% +$7.03K 0.18% 51
2021
Q2 		$780K Buy
15,538
+2,372
+18% +$114K 0.19% 49
2021
Q1 		$590K Buy
+13,166
New +$598K 0.15% 51

Other funds holding GSK

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Marotta Asset Management's GSK Position: Q4 2022 in Review

Marotta Asset Management sold out of GSK (GSK) in Q4 2022, closing a stake of 15,754 shares — an estimated $464K sold.

Marotta Asset Management first reported a position in GSK in Q1 2021 and held it in 7 quarters. The position peaked at $904K in Q1 2022. 814 funds tracked by Wall St. Rank hold GSK as of Q4 2022.

  • Marotta Asset Management reported no remaining GSK position as of Q4 2022 after selling out during the quarter.
  • Marotta Asset Management sold 15,754 GSK shares in Q4 2022, an estimated $464K.
  • Marotta Asset Management first reported a position in GSK in Q1 2021 and held it in 7 quarters.
  • Marotta Asset Management's GSK position peaked at $904K in Q1 2022.
  • 814 funds tracked by Wall St. Rank held GSK as of Q4 2022.

Based on Marotta Asset Management's 13F filing for Q4 2022, filed 3 Jan 2023.