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Sugarloaf Wealth Management’s GSK GSK Stock Holding History

Sugarloaf Wealth Management’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
Q3 		– Sell
-159
Closed -$6.14K – 689
2024
Q2 		$6.14K Buy
159
+1
+0.6% +$42 ﹤0.01% 518
2024
Q1 		$6.77K Buy
158
+1
+0.6% +$41 ﹤0.01% 515
2023
Q4 		$5.8K Sell
157
-230
-59% -$8.26K ﹤0.01% 535
2023
Q3 		$14K Buy
387
+1
+0.3% +$35 ﹤0.01% 428
2023
Q2 		$13.7K Sell
386
-32
-8% -$1.15K ﹤0.01% 439
2023
Q1 		$14.9K Buy
418
+35
+9% +$1.22K ﹤0.01% 430
2022
Q4 		$13.5K Buy
383
+2
+0.5% +$67 ﹤0.01% 457
2022
Q3 		$12K Sell
381
-1
-0.3% -$38 ﹤0.01% 497
2022
Q2 		$21K Buy
382
+3
+0.8% +$166 0.01% 407
2022
Q1 		$21K Buy
379
+1
+0.3% +$54 0.01% 397
2021
Q4 		$21K Buy
378
+2
+0.5% +$104 0.01% 421
2021
Q3 		$18K Buy
376
+2
+0.5% +$100 ﹤0.01% 445
2021
Q2 		$19K Buy
374
+3
+0.8% +$144 0.01% 420
2021
Q1 		$17 Buy
371
+1
+0.3% +$45 0.01% 436
2020
Q4 		$17K Buy
370
+2
+0.5% +$92 0.01% 406
2020
Q3 		$17K Buy
368
+2
+0.5% +$100 0.01% 381
2020
Q2 		$19K Buy
366
+1
+0.3% +$51 0.01% 356
2020
Q1 		$17K Buy
365
+2
+0.6% +$107 0.01% 357
2019
Q4 		$21K Buy
+363
New +$20.2K 0.01% 360

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
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Sugarloaf Wealth Management's GSK Position: Q3 2024 in Review

Sugarloaf Wealth Management sold out of GSK (GSK) in Q3 2024, closing a stake of 159 shares — an estimated $6.14K sold.

Sugarloaf Wealth Management first reported a position in GSK in Q4 2019 and held it in 19 quarters. The position peaked at $21K in Q2 2022. 899 funds tracked by Wall St. Rank hold GSK as of Q3 2024.

  • Sugarloaf Wealth Management reported no remaining GSK position as of Q3 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 159 GSK shares in Q3 2024, an estimated $6.14K.
  • Sugarloaf Wealth Management first reported a position in GSK in Q4 2019 and held it in 19 quarters.
  • Sugarloaf Wealth Management's GSK position peaked at $21K in Q2 2022.
  • 899 funds tracked by Wall St. Rank held GSK as of Q3 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.