Borer Denton & Associates’s Verizon VZ Stock Holding History

Borer Denton & Associates’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 Q3	–	Sell	-5,782	Closed	-$215K	–	63
2023 Q2	$215K	Hold	5,782	–	–	0.08%	62
2023 Q1	$225K	Sell	5,782 -2,003	-26%	-$79K	0.09%	61
2022 Q4	$307K	Hold	7,785	–	–	0.14%	53
2022 Q3	$296K	Buy	7,785 +523	+7%	+$23.3K	0.15%	51
2022 Q2	$369K	Sell	7,262 -887	-11%	-$44.9K	0.18%	48
2022 Q1	$415K	Buy	+8,149	New	+$432K	0.17%	48

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Borer Denton & Associates's VZ Position: Q3 2023 in Review

Borer Denton & Associates sold out of Verizon (VZ) in Q3 2023, closing a stake of 5,782 shares — an estimated $215K sold.

Borer Denton & Associates first reported a position in VZ in Q1 2022 and held it in 6 quarters. The position peaked at $415K in Q1 2022. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

Borer Denton & Associates reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
Borer Denton & Associates sold 5,782 Verizon shares in Q3 2023, an estimated $215K.
Borer Denton & Associates first reported a position in Verizon in Q1 2022 and held it in 6 quarters.
Borer Denton & Associates's Verizon position peaked at $415K in Q1 2022.
2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Borer Denton & Associates's 13F filing for Q3 2023, filed 20 Oct 2023.