Gyroscope Capital Management Group’s Williams Companies WMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$792K	Buy	23,496 +5,028	+27%	+$172K	0.18%	103
2023 Q2	$603K	Buy	18,468 +840	+5%	+$25.2K	0.14%	103
2023 Q1	$526K	Buy	17,628 +634	+4%	+$19.6K	0.13%	113
2022 Q4	$559K	Buy	16,994 +163	+1%	+$5.31K	0.17%	88
2022 Q3	$482K	Buy	+16,831	New	+$548K	0.19%	86

Other funds holding WMB

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Gyroscope Capital Management Group increased its Williams Companies (WMB) stake by 27% in Q3 2023, buying an estimated $172K and bringing the position to 23,496 shares worth $792K. The position accounts for 0.18% of the portfolio, ranked #103.

Gyroscope Capital Management Group first reported a position in WMB in Q3 2022 and has held it in 5 quarters since. 1,144 funds tracked by Wall St. Rank hold WMB as of Q3 2023.

Gyroscope Capital Management Group held 23,496 shares of Williams Companies worth $792K as of Q3 2023.
Gyroscope Capital Management Group bought 5,028 Williams Companies shares in Q3 2023, an estimated $172K.
Williams Companies made up 0.18% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #103 holding.
Gyroscope Capital Management Group first reported a position in Williams Companies in Q3 2022 and has held it in 5 quarters since.
1,144 funds tracked by Wall St. Rank held Williams Companies as of Q3 2023.

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