Bristlecone Advisors’s Verizon VZ Stock Holding History

Bristlecone 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	–	Sell	-9,009	Closed	-$553K	–	205
2019 Q4	$553K	Buy	+9,009	New	+$543K	0.11%	129
2019 Q3	–	Sell	-9,277	Closed	-$530K	–	182
2019 Q2	$530K	Buy	+9,277	New	+$535K	0.13%	120
2019 Q1	–	Sell	-4,331	Closed	-$243K	–	128
2018 Q4	$243K	Sell	4,331 -812	-16%	-$46.1K	0.07%	126
2018 Q3	$275K	Buy	+5,143	New	+$272K	0.07%	130
2018 Q2	–	Sell	-4,356	Closed	-$208K	–	136
2018 Q1	$208K	Sell	4,356 -6,690	-61%	-$336K	0.07%	127
2017 Q4	$585K	Sell	11,046 -625	-5%	-$30.7K	0.19%	102
2017 Q3	$578K	Sell	11,671 -14,620	-56%	-$688K	0.19%	100
2017 Q2	$1.17M	Sell	26,291 -5,346	-17%	-$249K	0.4%	71
2017 Q1	$1.54M	Sell	31,637 -2,051	-6%	-$103K	0.54%	57
2016 Q4	$1.8M	Sell	33,688 -3,523	-9%	-$176K	0.64%	51
2016 Q3	$1.93M	Buy	37,211 +4,120	+12%	+$221K	0.7%	46
2016 Q2	$1.85M	Buy	33,091 +1,505	+5%	+$78.1K	0.68%	52
2016 Q1	$1.71M	Buy	31,586 +14,999	+90%	+$750K	0.68%	48
2015 Q4	$767K	Buy	+16,587	New	+$753K	0.32%	81

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

Bristlecone Advisors's VZ Position: Q1 2020 in Review

Bristlecone Advisors sold out of Verizon (VZ) in Q1 2020, closing a stake of 9,009 shares — an estimated $553K sold.

Bristlecone Advisors first reported a position in VZ in Q4 2015 and held it in 14 quarters. The position peaked at $1.93M in Q3 2016. 2,572 funds tracked by Wall St. Rank hold VZ as of Q1 2020.

Bristlecone Advisors reported no remaining Verizon position as of Q1 2020 after selling out during the quarter.
Bristlecone Advisors sold 9,009 Verizon shares in Q1 2020, an estimated $553K.
Bristlecone Advisors first reported a position in Verizon in Q4 2015 and held it in 14 quarters.
Bristlecone Advisors's Verizon position peaked at $1.93M in Q3 2016.
2,572 funds tracked by Wall St. Rank held Verizon as of Q1 2020.

Based on Bristlecone Advisors's 13F filing for Q1 2020, filed 16 Apr 2020.