Alpine Woods Capital Investors’s Verizon VZ Stock Holding History

Alpine Woods Capital Investors’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
2023 Q2	–	Sell	-50,361	Closed	-$1.96M	–	178
2023 Q1	$1.96M	Sell	50,361 -128	-0.3%	-$5.05K	0.3%	99
2022 Q4	$1.99M	Sell	50,489 -2,581	-5%	-$97.2K	0.29%	95
2022 Q3	$2.02M	Sell	53,070 -330	-0.6%	-$14.7K	0.27%	103
2022 Q2	$2.71M	Sell	53,400 -1,027	-2%	-$52K	0.34%	96
2022 Q1	$2.77M	Buy	54,427 +3,006	+6%	+$159K	0.29%	106
2021 Q4	$2.67M	Sell	51,421 -51,209	-50%	-$2.67M	0.26%	109
2021 Q3	$5.54M	Sell	102,630 -1,818	-2%	-$101K	0.59%	63
2021 Q2	$5.85M	Buy	104,448 +7,733	+8%	+$444K	0.61%	62
2021 Q1	$5.62M	Buy	96,715 +1,372	+1%	+$77.4K	0.62%	54
2020 Q4	$5.6M	Buy	95,343 +36,402	+62%	+$2.16M	0.68%	51
2020 Q3	$3.51M	Buy	58,941 +53,151	+918%	+$3.09M	0.53%	62
2020 Q2	$319K	Hold	5,790	–	–	0.06%	210
2020 Q1	$311K	Sell	5,790 -107	-2%	-$6.12K	0.07%	210
2019 Q4	$362K	Hold	5,897	–	–	0.07%	204
2019 Q3	$356K	Hold	5,897	–	–	0.07%	200
2019 Q2	$337K	Buy	5,897 +800	+16%	+$46.1K	0.07%	219
2019 Q1	$301K	Hold	5,097	–	–	0.07%	221
2018 Q4	$287K	Sell	5,097 -1,500	-23%	-$85.1K	0.07%	221
2018 Q3	$352K	Hold	6,597	–	–	0.07%	180
2018 Q2	$332K	Hold	6,597	–	–	0.07%	174
2018 Q1	$315K	Hold	6,597	–	–	0.02%	336
2017 Q4	$349K	Sell	6,597 -10,500	-61%	-$516K	0.02%	347
2017 Q3	$846K	Sell	17,097 -9,500	-36%	-$447K	0.04%	270
2017 Q2	$1.19M	Sell	26,597 -7,000	-21%	-$326K	0.06%	223
2017 Q1	$1.64M	Hold	33,597	–	–	0.09%	192
2016 Q4	$1.79M	Buy	33,597 +6,000	+22%	+$300K	0.1%	183
2016 Q3	$1.43M	Hold	27,597	–	–	0.08%	213
2016 Q2	$1.54M	Sell	27,597 -3,000	-10%	-$156K	0.09%	193
2016 Q1	$1.66M	Sell	30,597 -10,200	-25%	-$510K	0.1%	187
2015 Q4	$1.89M	Buy	40,797 +4,400	+12%	+$200K	0.1%	186
2015 Q3	$1.58M	Buy	36,397 +800	+2%	+$36.9K	0.09%	208
2015 Q2	$1.66M	Sell	35,597 -200	-0.6%	-$9.79K	0.08%	205
2015 Q1	$1.74M	Hold	35,797	–	–	0.09%	203
2014 Q4	$1.68M	Buy	35,797 +2,900	+9%	+$142K	0.09%	201
2014 Q3	$1.65M	Buy	32,897 +9,200	+39%	+$457K	0.09%	195
2014 Q2	$1.16K	Buy	23,697 +10,936	+86%	+$530K	0.03%	212
2014 Q1	$607K	Buy	12,761 +6,523	+105%	+$308K	0.03%	280
2013 Q4	$307K	Sell	6,238 -316,500	-98%	-$15.6M	0.02%	326
2013 Q3	$15.1M	Hold	322,738	–	–	0.93%	34
2013 Q2	$16.2M	Buy	+322,738	New	+$16.5M	1.04%	36

Other funds holding VZ

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alpine Woods Capital Investors's VZ Position: Q2 2023 in Review

Alpine Woods Capital Investors sold out of Verizon (VZ) in Q2 2023, closing a stake of 50,361 shares — an estimated $1.96M sold.

Alpine Woods Capital Investors first reported a position in VZ in Q2 2013 and held it in 40 quarters. The position peaked at $16.2M in Q2 2013. 2,764 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

Alpine Woods Capital Investors reported no remaining Verizon position as of Q2 2023 after selling out during the quarter.
Alpine Woods Capital Investors sold 50,361 Verizon shares in Q2 2023, an estimated $1.96M.
Alpine Woods Capital Investors first reported a position in Verizon in Q2 2013 and held it in 40 quarters.
Alpine Woods Capital Investors's Verizon position peaked at $16.2M in Q2 2013.
2,764 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2023, filed 2 Aug 2023.