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Stonebridge Financial Planning Group’s GSK GSK Stock Holding History

Stonebridge Financial Planning Group’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 		– Sell
-1,520
Closed -$78K – 393
2020
Q2 		$78K Hold
1,520
– – 0.07% 151
2020
Q1 		$72K Hold
1,520
– – 0.07% 146
2019
Q4 		$89K Buy
+1,520
New +$84.5K 0.08% 137

Other funds holding GSK

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
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

Stonebridge Financial Planning Group's GSK Position: Q3 2020 in Review

Stonebridge Financial Planning Group sold out of GSK (GSK) in Q3 2020, closing a stake of 1,520 shares — an estimated $78K sold.

Stonebridge Financial Planning Group first reported a position in GSK in Q4 2019 and held it in 3 quarters. The position peaked at $89K in Q4 2019. 826 funds tracked by Wall St. Rank hold GSK as of Q3 2020.

  • Stonebridge Financial Planning Group reported no remaining GSK position as of Q3 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 1,520 GSK shares in Q3 2020, an estimated $78K.
  • Stonebridge Financial Planning Group first reported a position in GSK in Q4 2019 and held it in 3 quarters.
  • Stonebridge Financial Planning Group's GSK position peaked at $89K in Q4 2019.
  • 826 funds tracked by Wall St. Rank held GSK as of Q3 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2020, filed 26 Oct 2020.