BMT Investment Advisors’s Verizon VZ Stock Holding History

BMT Investment Advisors’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
2020 Q1	$2.68M	Hold	49,830	–	–	1.68%	15
2019 Q4	$3.06M	Buy	49,830 +1,600	+3%	+$96.5K	1.41%	21
2019 Q3	$2.91M	Buy	48,230 +3,392	+8%	+$195K	1.49%	20
2019 Q2	$2.56M	Buy	44,838 +4,420	+11%	+$255K	1.34%	26
2019 Q1	$2.39M	Buy	40,418 +1,918	+5%	+$109K	1.31%	29
2018 Q4	$2.16M	Buy	38,500 +3,465	+10%	+$197K	1.37%	28
2018 Q3	$1.87M	Buy	35,035 +372	+1%	+$19.7K	1.07%	58
2018 Q2	$1.74M	Buy	34,663 +1,008	+3%	+$48.8K	1.11%	54
2018 Q1	$1.61M	Buy	33,655 +5,909	+21%	+$297K	1.08%	57
2017 Q4	$1.47M	Buy	27,746 +2,888	+12%	+$142K	1.06%	66
2017 Q3	$1.23M	Buy	+24,858	New	+$1.17M	1.13%	59

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

BMT Investment Advisors's VZ Position: Q1 2020 in Review

BMT Investment Advisors held its Verizon (VZ) position steady in Q1 2020 at 49,830 shares worth $2.68M. The position accounts for 1.68% of the portfolio, ranked #15.

BMT Investment Advisors first reported a position in VZ in Q3 2017 and has held it in 11 quarters since. The position peaked at $3.06M in Q4 2019. 2,573 funds tracked by Wall St. Rank hold VZ as of Q1 2020.

BMT Investment Advisors held 49,830 shares of Verizon worth $2.68M as of Q1 2020.
BMT Investment Advisors left its Verizon share count unchanged in Q1 2020.
Verizon made up 1.68% of BMT Investment Advisors's portfolio in Q1 2020, its #15 holding.
BMT Investment Advisors first reported a position in Verizon in Q3 2017 and has held it in 11 quarters since.
BMT Investment Advisors's Verizon position peaked at $3.06M in Q4 2019.
2,573 funds tracked by Wall St. Rank held Verizon as of Q1 2020.

Based on BMT Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.