Aperture Investors’s Verizon VZ Stock Holding History

Aperture 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 Q4	–	Sell	-27,738	Closed	-$899K	–	89
2023 Q3	$899K	Buy	+27,738	New	+$937K	0.14%	68
2022 Q3	–	Sell	-10,400	Closed	-$528K	–	100
2022 Q2	$528K	Buy	+10,400	New	+$526K	0.09%	73

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aperture Investors's VZ Position: Q4 2023 in Review

Aperture Investors sold out of Verizon (VZ) in Q4 2023, closing a stake of 27,738 shares — an estimated $899K sold.

Aperture Investors first reported a position in VZ in Q2 2022 and held it in 2 quarters. The position peaked at $899K in Q3 2023. 2,825 funds tracked by Wall St. Rank hold VZ as of Q4 2023.

Aperture Investors reported no remaining Verizon position as of Q4 2023 after selling out during the quarter.
Aperture Investors sold 27,738 Verizon shares in Q4 2023, an estimated $899K.
Aperture Investors first reported a position in Verizon in Q2 2022 and held it in 2 quarters.
Aperture Investors's Verizon position peaked at $899K in Q3 2023.
2,825 funds tracked by Wall St. Rank held Verizon as of Q4 2023.

Based on Aperture Investors's 13F filing for Q4 2023, filed 14 Feb 2024.