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ADAR Investment Management’s Verizon VZ Stock Holding History

ADAR Investment Management’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$500K Hold
10,000
– – 13.35% 2
2014
Q2 		$489K Buy
10,000
+2,000
+25% +$96.9K 15.56% 2
2014
Q1 		$381K Buy
+8,000
New +$378K 16.13% 3

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ADAR Investment Management's VZ Position: Q3 2014 in Review

ADAR Investment Management held its Verizon (VZ) position steady in Q3 2014 at 10,000 shares worth $500K. The position accounts for 13.35% of the portfolio, ranked #2.

ADAR Investment Management first reported a position in VZ in Q1 2014 and has held it in 3 quarters since. 1,705 funds tracked by Wall St. Rank hold VZ as of Q3 2014.

  • ADAR Investment Management held 10,000 shares of Verizon worth $500K as of Q3 2014.
  • ADAR Investment Management left its Verizon share count unchanged in Q3 2014.
  • Verizon made up 13.35% of ADAR Investment Management's portfolio in Q3 2014, its #2 holding.
  • ADAR Investment Management first reported a position in Verizon in Q1 2014 and has held it in 3 quarters since.
  • 1,705 funds tracked by Wall St. Rank held Verizon as of Q3 2014.

Based on ADAR Investment Management's 13F filing for Q3 2014, filed 12 Nov 2014.