Gyroscope Capital Management Group’s Visa V Stock Holding History

Gyroscope Capital Management Group’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.28M	Sell	5,583 -1,777	-24%	-$427K	0.29%	82
2023 Q2	$1.75M	Buy	7,360 +4,560	+163%	+$1.04M	0.4%	63
2023 Q1	$631K	Buy	2,800 +600	+27%	+$134K	0.16%	99
2022 Q4	$457K	Sell	2,200 -100	-4%	-$20.2K	0.14%	105
2022 Q3	$409K	Buy	2,300 +500	+28%	+$102K	0.16%	100
2022 Q2	$354K	Buy	+1,800	New	+$372K	0.12%	100
2020 Q2	–	Sell	-3,600	Closed	-$580K	–	130
2020 Q1	$580K	Sell	3,600 -100	-3%	-$18.8K	0.27%	66
2019 Q4	$695K	Hold	3,700	–	–	0.25%	71
2019 Q3	$640K	Hold	3,700	–	–	0.25%	71
2019 Q2	$654K	Sell	3,700 -300	-8%	-$49.1K	0.25%	71
2019 Q1	$642K	Hold	4,000	–	–	0.25%	70
2018 Q4	$528K	Buy	+4,000	New	+$552K	0.2%	86

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Gyroscope Capital Management Group's V Position: Q3 2023 in Review

Gyroscope Capital Management Group reduced its Visa (V) stake by 24% in Q3 2023, selling an estimated $427K and leaving 5,583 shares worth $1.28M. The position accounts for 0.29% of the portfolio, ranked #82.

Gyroscope Capital Management Group first reported a position in V in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.75M in Q2 2023. 3,513 funds tracked by Wall St. Rank hold V as of Q3 2023.

Gyroscope Capital Management Group held 5,583 shares of Visa worth $1.28M as of Q3 2023.
Gyroscope Capital Management Group sold 1,777 Visa shares in Q3 2023, an estimated $427K.
Visa made up 0.29% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #82 holding.
Gyroscope Capital Management Group first reported a position in Visa in Q4 2018 and has held it in 12 quarters since.
Gyroscope Capital Management Group's Visa position peaked at $1.75M in Q2 2023.
3,513 funds tracked by Wall St. Rank held Visa as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.