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Biegel & Waller’s Verizon VZ Stock Holding History

Biegel & Waller’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
2019
Q3 		$231K Buy
+3,824
New +$220K 0.13% 64
2017
Q1 		– Sell
-4,995
Closed -$245K – 57
2016
Q4 		$245K Buy
+4,995
New +$250K 0.17% 39

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Biegel & Waller's VZ Position: Q3 2019 in Review

Biegel & Waller opened a new position in Verizon (VZ) in Q3 2019: 3,824 shares worth $231K. The stake represents 0.13% of the portfolio and ranks #64 among its holdings. This is a return to the name: Biegel & Waller previously reported a position in VZ as recently as Q4 2016.

Biegel & Waller first reported a position in VZ in Q4 2016 and has held it in 2 quarters since. The position peaked at $245K in Q4 2016. 2,401 funds tracked by Wall St. Rank hold VZ as of Q3 2019.

  • Biegel & Waller held 3,824 shares of Verizon worth $231K as of Q3 2019.
  • Verizon was a new Biegel & Waller position in Q3 2019.
  • Verizon made up 0.13% of Biegel & Waller's portfolio in Q3 2019, its #64 holding.
  • Biegel & Waller first reported a position in Verizon in Q4 2016 and has held it in 2 quarters since.
  • Biegel & Waller's Verizon position peaked at $245K in Q4 2016.
  • 2,401 funds tracked by Wall St. Rank held Verizon as of Q3 2019.

Based on Biegel & Waller's 13F filing for Q3 2019, filed 15 Oct 2019.