Applied Capital’s Verizon VZ Stock Holding History

Applied Capital’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
2024 Q4	–	Sell	-4,834	Closed	-$217K	–	48
2024 Q3	$217K	Sell	4,834 -17	-0.4%	-$709	0.11%	46
2024 Q2	$200K	Hold	4,851	–	–	0.11%	38
2024 Q1	$204K	Buy	+4,851	New	+$196K	0.12%	39
2022 Q4	–	Sell	-5,631	Closed	-$214K	–	52
2022 Q3	$214K	Sell	5,631 -650	-10%	-$28.9K	0.15%	51
2022 Q2	$319K	Sell	6,281 -1,754	-22%	-$88.7K	0.22%	46
2022 Q1	$409K	Buy	+8,035	New	+$426K	0.26%	35
2021 Q4	–	Sell	-3,968	Closed	-$214K	–	52
2021 Q3	$214K	Buy	3,968 +203	+5%	+$11.2K	0.19%	43
2021 Q2	$211K	Buy	+3,765	New	+$216K	0.2%	42

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Norges Bank Oslo, Norway $935B AUM

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Applied Capital's VZ Position: Q4 2024 in Review

Applied Capital sold out of Verizon (VZ) in Q4 2024, closing a stake of 4,834 shares — an estimated $217K sold.

Applied Capital first reported a position in VZ in Q2 2021 and held it in 8 quarters. The position peaked at $409K in Q1 2022. 3,048 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

Applied Capital reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
Applied Capital sold 4,834 Verizon shares in Q4 2024, an estimated $217K.
Applied Capital first reported a position in Verizon in Q2 2021 and held it in 8 quarters.
Applied Capital's Verizon position peaked at $409K in Q1 2022.
3,048 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Applied Capital's 13F filing for Q4 2024, filed 23 Jan 2025.