Squar Milner Financial Services’s GSK GSK Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-1,406	Closed	-$66K	–	409
2020 Q1	$66K	Buy	1,406 +212	+18%	+$11.3K	0.04%	337
2019 Q4	$70K	Buy	+1,194	New	+$66.4K	0.04%	381
2019 Q3	–	Sell	-1,312	Closed	-$66K	–	410
2019 Q2	$66K	Buy	1,312 +134	+11%	+$6.72K	0.04%	318
2019 Q1	$61K	Buy	1,178 +166	+16%	+$8.29K	0.05%	306
2018 Q4	$48K	Buy	1,012 +800	+377%	+$39.4K	0.05%	295
2018 Q3	$11K	Sell	212 -145	-41%	-$7.37K	0.01%	476
2018 Q2	$18K	Buy	+357	New	+$18K	0.02%	497

Other funds holding GSK

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Squar Milner Financial Services's GSK Position: Q2 2020 in Review

Squar Milner Financial Services sold out of GSK (GSK) in Q2 2020, closing a stake of 1,406 shares — an estimated $66K sold.

Squar Milner Financial Services first reported a position in GSK in Q2 2018 and held it in 7 quarters. The position peaked at $70K in Q4 2019. 841 funds tracked by Wall St. Rank hold GSK as of Q2 2020.

Squar Milner Financial Services reported no remaining GSK position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,406 GSK shares in Q2 2020, an estimated $66K.
Squar Milner Financial Services first reported a position in GSK in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's GSK position peaked at $70K in Q4 2019.
841 funds tracked by Wall St. Rank held GSK as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.