MFGM
GSK icon

Marshall Financial Group (Maryland)’s GSK GSK Stock Holding History

Marshall Financial Group (Maryland)’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
2023
Q4 		– Sell
-39,604
Closed -$1.44M – 183
2023
Q3 		$1.44M Buy
39,604
+903
+2% +$32K 0.52% 53
2023
Q2 		$1.38M Buy
38,701
+11,071
+40% +$397K 0.47% 56
2023
Q1 		$983K Buy
+27,630
New +$967K 0.35% 69

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Financial Group (Maryland)'s GSK Position: Q4 2023 in Review

Marshall Financial Group (Maryland) sold out of GSK (GSK) in Q4 2023, closing a stake of 39,604 shares — an estimated $1.44M sold.

Marshall Financial Group (Maryland) first reported a position in GSK in Q1 2023 and held it in 3 quarters. The position peaked at $1.44M in Q3 2023. 896 funds tracked by Wall St. Rank hold GSK as of Q4 2023.

  • Marshall Financial Group (Maryland) reported no remaining GSK position as of Q4 2023 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 39,604 GSK shares in Q4 2023, an estimated $1.44M.
  • Marshall Financial Group (Maryland) first reported a position in GSK in Q1 2023 and held it in 3 quarters.
  • Marshall Financial Group (Maryland)'s GSK position peaked at $1.44M in Q3 2023.
  • 896 funds tracked by Wall St. Rank held GSK as of Q4 2023.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2023, filed 10 Jan 2024.