Northstar Wealth Partners’s GSK GSK Stock Holding History

Northstar Wealth Partners’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
2020 Q3	$1.29M	Sell	27,385 -3,372	-11%	-$169K	0.6%	56
2020 Q2	$1.57M	Sell	30,757 -2,372	-7%	-$122K	0.65%	56
2020 Q1	$1.57M	Sell	33,129 -2,793	-8%	-$149K	0.8%	43
2019 Q4	$2.11M	Hold	35,922	–	–	0.86%	36
2019 Q3	$1.92M	Hold	35,922	–	–	0.84%	37
2019 Q2	$1.8M	Hold	35,922	–	–	0.8%	40
2019 Q1	$1.88M	Hold	35,922	–	–	0.86%	38
2018 Q4	$1.72M	Sell	35,922 -1,020	-3%	-$50.2K	0.9%	36
2018 Q3	$1.85M	Buy	36,942 +2,592	+8%	+$132K	0.89%	37
2018 Q2	$1.73M	Buy	34,350 +120	+0.4%	+$6.04K	0.87%	37
2018 Q1	$1.67M	Buy	+34,230	New	+$1.59M	0.85%	34

Other funds holding GSK

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

BCIM

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

Northstar Wealth Partners's GSK Position: Q3 2020 in Review

Northstar Wealth Partners reduced its GSK (GSK) stake by 11% in Q3 2020, selling an estimated $169K and leaving 27,385 shares worth $1.29M. The position accounts for 0.6% of the portfolio, ranked #56.

Northstar Wealth Partners first reported a position in GSK in Q1 2018 and has held it in 11 quarters since. The position peaked at $2.11M in Q4 2019. 827 funds tracked by Wall St. Rank hold GSK as of Q3 2020.

Northstar Wealth Partners held 27,385 shares of GSK worth $1.29M as of Q3 2020.
Northstar Wealth Partners sold 3,372 GSK shares in Q3 2020, an estimated $169K.
GSK made up 0.6% of Northstar Wealth Partners's portfolio in Q3 2020, its #56 holding.
Northstar Wealth Partners first reported a position in GSK in Q1 2018 and has held it in 11 quarters since.
Northstar Wealth Partners's GSK position peaked at $2.11M in Q4 2019.
827 funds tracked by Wall St. Rank held GSK as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.