Boxwood Ventures’s Verizon VZ Stock Holding History

Boxwood Ventures’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
2022 Q4	–	Sell	-23,607	Closed	-$896K	–	32
2022 Q3	$896K	Buy	+23,607	New	+$1.05M	2.02%	15
2022 Q2	–	Sell	-24,083	Closed	-$1.23M	–	27
2022 Q1	$1.23M	Buy	24,083 +2,387	+11%	+$126K	2.56%	10
2021 Q4	$1.13M	Sell	21,696 -21,628	-50%	-$1.13M	2.31%	10
2021 Q3	$2.34M	Buy	+43,324	New	+$2.4M	5.45%	5

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boxwood Ventures's VZ Position: Q4 2022 in Review

Boxwood Ventures sold out of Verizon (VZ) in Q4 2022, closing a stake of 23,607 shares — an estimated $896K sold.

Boxwood Ventures first reported a position in VZ in Q3 2021 and held it in 4 quarters. The position peaked at $2.34M in Q3 2021. 2,841 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

Boxwood Ventures reported no remaining Verizon position as of Q4 2022 after selling out during the quarter.
Boxwood Ventures sold 23,607 Verizon shares in Q4 2022, an estimated $896K.
Boxwood Ventures first reported a position in Verizon in Q3 2021 and held it in 4 quarters.
Boxwood Ventures's Verizon position peaked at $2.34M in Q3 2021.
2,841 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Boxwood Ventures's 13F filing for Q4 2022, filed 13 Feb 2023.