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Allen Investment Management’s Verizon VZ Stock Holding History

Allen 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
2021
Q2 		– Sell
-4,883
Closed -$284K – 192
2021
Q1 		$284K Sell
4,883
-1,983
-29% -$112K ﹤0.01% 171
2020
Q4 		$403K Buy
6,866
+1,025
+18% +$60.9K 0.01% 143
2020
Q3 		$347K Buy
+5,841
New +$339K 0.01% 144
2015
Q2 		– Sell
-4,376
Closed -$213K – 241
2015
Q1 		$213K Buy
+4,376
New +$211K 0.02% 216

Other funds holding VZ

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Allen Investment Management's VZ Position: Q2 2021 in Review

Allen Investment Management sold out of Verizon (VZ) in Q2 2021, closing a stake of 4,883 shares — an estimated $284K sold.

Allen Investment Management first reported a position in VZ in Q1 2015 and held it in 4 quarters. The position peaked at $403K in Q4 2020. 2,816 funds tracked by Wall St. Rank hold VZ as of Q2 2021.

  • Allen Investment Management reported no remaining Verizon position as of Q2 2021 after selling out during the quarter.
  • Allen Investment Management sold 4,883 Verizon shares in Q2 2021, an estimated $284K.
  • Allen Investment Management first reported a position in Verizon in Q1 2015 and held it in 4 quarters.
  • Allen Investment Management's Verizon position peaked at $403K in Q4 2020.
  • 2,816 funds tracked by Wall St. Rank held Verizon as of Q2 2021.

Based on Allen Investment Management's 13F filing for Q2 2021, filed 11 Aug 2021.