Nelson Capital Management’s GSK GSK Stock Holding History

Nelson Capital 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
2021 Q2	–	Sell	-50,636	Closed	-$2.26M	–	100
2021 Q1	$2.26M	Sell	50,636 -590	-1%	-$26.8K	0.48%	51
2020 Q4	$2.36M	Sell	51,226 -26,056	-34%	-$1.2M	0.51%	49
2020 Q3	$3.64M	Sell	77,282 -808	-1%	-$40.5K	0.64%	47
2020 Q2	$3.98M	Buy	78,090 +6,187	+9%	+$317K	0.87%	45
2020 Q1	$3.41M	Buy	+71,903	New	+$3.84M	0.91%	43
2019 Q4	–	Sell	-272	Closed	-$15K	–	179
2019 Q3	$15K	Buy	272 +160	+143%	+$8.23K	﹤0.01%	230
2019 Q2	$6K	Hold	112	–	–	﹤0.01%	241
2019 Q1	$6K	Hold	112	–	–	﹤0.01%	220
2018 Q4	$5K	Hold	112	–	–	﹤0.01%	236
2018 Q3	$6K	Hold	112	–	–	﹤0.01%	223
2018 Q2	$6K	Hold	112	–	–	﹤0.01%	217
2018 Q1	$5K	Hold	112	–	–	﹤0.01%	229
2017 Q4	$5K	Buy	+112	New	+$5.17K	﹤0.01%	266

Other funds holding GSK

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nelson Capital Management's GSK Position: Q2 2021 in Review

Nelson Capital Management sold out of GSK (GSK) in Q2 2021, closing a stake of 50,636 shares — an estimated $2.26M sold.

Nelson Capital Management first reported a position in GSK in Q4 2017 and held it in 13 quarters. The position peaked at $3.98M in Q2 2020. 798 funds tracked by Wall St. Rank hold GSK as of Q2 2021.

Nelson Capital Management reported no remaining GSK position as of Q2 2021 after selling out during the quarter.
Nelson Capital Management sold 50,636 GSK shares in Q2 2021, an estimated $2.26M.
Nelson Capital Management first reported a position in GSK in Q4 2017 and held it in 13 quarters.
Nelson Capital Management's GSK position peaked at $3.98M in Q2 2020.
798 funds tracked by Wall St. Rank held GSK as of Q2 2021.

Based on Nelson Capital Management's 13F filing for Q2 2021, filed 10 Aug 2021.