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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
2019
Q3 		– Sell
-3,600
Closed -$3K – 136
2019
Q2 		$3K Buy
+3,600
New +$589K ﹤0.01% 122

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
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.