Schechter Investment Advisors’s GSK GSK Stock Holding History

Schechter Investment Advisors’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
2025 Q1	$2.21M	Sell	57,025 -295	-0.5%	-$10.8K	0.18%	111
2024 Q4	$1.94M	Buy	57,320 +7,585	+15%	+$273K	0.15%	132
2024 Q3	$2.03M	Sell	49,735 -312	-0.6%	-$12.8K	0.15%	132
2024 Q2	$1.93M	Sell	50,047 -361	-0.7%	-$15.2K	0.15%	122
2024 Q1	$2.16M	Buy	50,408 +13,765	+38%	+$568K	0.16%	113
2023 Q4	$1.36M	Buy	36,643 +40	+0.1%	+$1.44K	0.12%	172
2023 Q3	$1.33M	Buy	36,603 +4,847	+15%	+$172K	0.13%	169
2023 Q2	$1.13M	Buy	31,756 +1,043	+3%	+$37.4K	0.1%	222
2023 Q1	$1.09M	Sell	30,713 -2,384	-7%	-$83.4K	0.1%	233
2022 Q4	$1.16M	Buy	33,097 +25,680	+346%	+$855K	0.11%	244
2022 Q3	$218K	Sell	7,417 -24,427	-77%	-$926K	0.02%	810
2022 Q2	$1.73M	Sell	31,844 -1,092	-3%	-$60.3K	0.17%	119
2022 Q1	$1.79M	Sell	32,936 -3,982	-11%	-$216K	0.17%	124
2021 Q4	$2.04M	Buy	+36,918	New	+$1.92M	0.18%	115

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Schechter Investment Advisors's GSK Position: Q1 2025 in Review

Schechter Investment Advisors reduced its GSK (GSK) stake by 0.51% in Q1 2025, selling an estimated $10.8K and leaving 57,025 shares worth $2.21M. The position accounts for 0.18% of the portfolio, ranked #111.

Schechter Investment Advisors first reported a position in GSK in Q4 2021 and has held it in 14 quarters since. 857 funds tracked by Wall St. Rank hold GSK as of Q1 2025.

Schechter Investment Advisors held 57,025 shares of GSK worth $2.21M as of Q1 2025.
Schechter Investment Advisors sold 295 GSK shares in Q1 2025, an estimated $10.8K.
GSK made up 0.18% of Schechter Investment Advisors's portfolio in Q1 2025, its #111 holding.
Schechter Investment Advisors first reported a position in GSK in Q4 2021 and has held it in 14 quarters since.
857 funds tracked by Wall St. Rank held GSK as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.