Aperio Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $214M | Sell |
3,649,522
-98,118
| -3% | -$5.83M | 0.63% | 23 |
|
|
2020
Q3 | $223M | Buy |
3,747,640
+104,037
| +3% | +$6.04M | 0.75% | 16 |
|
|
2020
Q2 | $201M | Buy |
3,643,603
+202,384
| +6% | +$11.4M | 0.74% | 16 |
|
|
2020
Q1 | $185M | Sell |
3,441,219
-378,194
| -10% | -$21.6M | 0.82% | 16 |
|
|
2019
Q4 | $235M | Buy |
3,819,413
+437,527
| +13% | +$26.4M | 0.84% | 12 |
|
|
2019
Q3 | $204M | Buy |
3,381,886
+113,467
| +3% | +$6.53M | 0.81% | 17 |
|
|
2019
Q2 | $187M | Sell |
3,268,419
-43,600
| -1% | -$2.51M | 0.76% | 19 |
|
|
2019
Q1 | $196M | Buy |
3,312,019
+163,734
| +5% | +$9.27M | 0.85% | 13 |
|
|
2018
Q4 | $177M | Buy |
3,148,285
+287,799
| +10% | +$16.3M | 0.89% | 12 |
|
|
2018
Q3 | $153M | Buy |
2,860,486
+203,064
| +8% | +$10.7M | 0.67% | 18 |
|
|
2018
Q2 | $134M | Buy |
2,657,422
+854,219
| +47% | +$41.3M | 0.64% | 19 |
|
|
2018
Q1 | $86.2M | Buy |
1,803,203
+14,450
| +0.8% | +$726K | 0.43% | 39 |
|
|
2017
Q4 | $94.7M | Buy |
1,788,753
+290,347
| +19% | +$14.3M | 0.48% | 31 |
|
|
2017
Q3 | $74.2M | Buy |
1,498,406
+82,983
| +6% | +$3.9M | 0.42% | 41 |
|
|
2017
Q2 | $63.2M | Sell |
1,415,423
-191,377
| -12% | -$8.91M | 0.39% | 43 |
|
|
2017
Q1 | $78.3M | Buy |
1,606,800
+123,846
| +8% | +$6.21M | 0.54% | 30 |
|
|
2016
Q4 | $79.2M | Buy |
1,482,954
+4,451
| +0.3% | +$222K | 0.61% | 29 |
|
|
2016
Q3 | $76.9M | Buy |
1,478,503
+10,252
| +0.7% | +$550K | 0.56% | 26 |
|
|
2016
Q2 | $82M | Buy |
1,468,251
+160,923
| +12% | +$8.35M | 0.64% | 21 |
|
|
2016
Q1 | $70.7M | Buy |
1,307,328
+255,703
| +24% | +$12.8M | 0.6% | 22 |
|
|
2015
Q4 | $48.6M | Buy |
1,051,625
+61,407
| +6% | +$2.79M | 0.45% | 42 |
|
|
2015
Q3 | $43.1M | Buy |
990,218
+11,648
| +1% | +$537K | 0.44% | 40 |
|
|
2015
Q2 | $45.6M | Buy |
978,570
+109,475
| +13% | +$5.36M | 0.47% | 35 |
|
|
2015
Q1 | $42.3M | Buy |
869,095
+128,727
| +17% | +$6.21M | 0.47% | 33 |
|
|
2014
Q4 | $34.6M | Sell |
740,368
-33,744
| -4% | -$1.65M | 0.43% | 39 |
|
|
2014
Q3 | $38.7M | Buy |
774,112
+111,154
| +17% | +$5.53M | 0.52% | 30 |
|
|
2014
Q2 | $32.4M | Buy |
662,958
+59,355
| +10% | +$2.88M | 0.47% | 30 |
|
|
2014
Q1 | $28.7M | Buy |
+603,603
| New | +$28.5M | 0.4% | 34 |
|
|
2013
Q4 | – | Sell |
-394,849
| Closed | -$19.4M | – | 53 |
|
|
2013
Q3 | $18.4M | Buy |
394,849
+37,561
| +11% | +$1.83M | 0.36% | 43 |
|
|
2013
Q2 | $18M | Buy |
+357,288
| New | +$18.2M | 0.43% | 34 |
|
Other funds holding VZ
Aperio Group's VZ Position: Q4 2020 in Review
Aperio Group reduced its Verizon (VZ) stake by 2.6% in Q4 2020, selling an estimated $5.83M and leaving 3,649,522 shares worth $214M. The position accounts for 0.63% of the portfolio, ranked #23.
Aperio Group first reported a position in VZ in Q2 2013 and has held it in 30 quarters since. The position peaked at $235M in Q4 2019. 2,836 funds tracked by Wall St. Rank hold VZ as of Q4 2020.
- Aperio Group held 3,649,522 shares of Verizon worth $214M as of Q4 2020.
- Aperio Group sold 98,118 Verizon shares in Q4 2020, an estimated $5.83M.
- Verizon made up 0.63% of Aperio Group's portfolio in Q4 2020, its #23 holding.
- Aperio Group first reported a position in Verizon in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Verizon position peaked at $235M in Q4 2019.
- 2,836 funds tracked by Wall St. Rank held Verizon as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.