Ownership history in Arjuna Capital Β· 20 quarters on record
This page tracks every 13F SEC filing in which Arjuna Capital reported a position in GLAXOSMITHKLINE PLC (GSK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Arjuna Capital underperformed the S&P 500 by β13.9% annually on this GSK position. Timing score: 50% (9/18 decisions correct). Average cost basis: $34.22. Maximum drawdown during holding period: β18.8%.
β Significantly underperformed the S&P 500 by 13.9% ann.
18 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
9 of 18 add/trim decisions correct
Best entry: $27.13 (2018 Q1) Β· Worst: $42.44 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
13 adds Β· 7 trims. Bought during 3 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.43% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size