Phoenix Financial’s GSK GSK Stock Holding History

Phoenix Financial’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
2024 Q4	–	Sell	-7,160	Closed	-$293K	–	379
2024 Q3	$293K	Buy	+7,160	New	+$293K	﹤0.01%	298

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Phoenix Financial's GSK Position: Q4 2024 in Review

Phoenix Financial sold out of GSK (GSK) in Q4 2024, closing a stake of 7,160 shares — an estimated $293K sold.

Phoenix Financial first reported a position in GSK in Q3 2024 and held it in 1 quarter. The position peaked at $293K in Q3 2024. 848 funds tracked by Wall St. Rank hold GSK as of Q4 2024.

Phoenix Financial reported no remaining GSK position as of Q4 2024 after selling out during the quarter.
Phoenix Financial sold 7,160 GSK shares in Q4 2024, an estimated $293K.
Phoenix Financial first reported a position in GSK in Q3 2024 and held it in 1 quarter.
Phoenix Financial's GSK position peaked at $293K in Q3 2024.
848 funds tracked by Wall St. Rank held GSK as of Q4 2024.

Based on Phoenix Financial's 13F filing for Q4 2024, filed 13 Feb 2025.