Capital Insight Partners’s Verizon VZ Stock Holding History

Capital Insight Partners’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 Q1	–	Sell	-9,204	Closed	-$363K	–	172
2022 Q4	$363K	Buy	9,204 +667	+8%	+$25.1K	0.09%	126
2022 Q3	$324K	Sell	8,537 -4,447	-34%	-$198K	0.09%	124
2022 Q2	$659K	Buy	12,984 +176	+1%	+$8.9K	0.15%	110
2022 Q1	$652K	Buy	12,808 +8,875	+226%	+$470K	0.13%	120
2021 Q4	$204K	Buy	+3,933	New	+$205K	0.04%	151
2021 Q3	–	Sell	-4,054	Closed	-$227K	–	154
2021 Q2	$227K	Buy	4,054 +106	+3%	+$6.08K	0.05%	144
2021 Q1	$230K	Buy	3,948 +488	+14%	+$27.5K	0.06%	139
2020 Q4	$203K	Buy	+3,460	New	+$206K	0.05%	142
2016 Q3	–	Sell	-50,925	Closed	-$2.84M	–	69
2016 Q2	$2.84M	Buy	50,925 +442	+0.9%	+$22.9K	2.7%	13
2016 Q1	$2.73M	Buy	50,483 +2,429	+5%	+$121K	2.78%	11
2015 Q4	$2.22M	Sell	48,054 -9,630	-17%	-$437K	2.25%	23
2015 Q3	$2.51M	Buy	57,684 +1,277	+2%	+$58.9K	2.35%	20
2015 Q2	$2.63M	Buy	+56,407	New	+$2.76M	2.22%	22

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

Norges Bank Oslo, Norway $935B AUM

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

Capital Insight Partners's VZ Position: Q1 2023 in Review

Capital Insight Partners sold out of Verizon (VZ) in Q1 2023, closing a stake of 9,204 shares — an estimated $363K sold.

Capital Insight Partners first reported a position in VZ in Q2 2015 and held it in 13 quarters. The position peaked at $2.84M in Q2 2016. 2,828 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

Capital Insight Partners reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
Capital Insight Partners sold 9,204 Verizon shares in Q1 2023, an estimated $363K.
Capital Insight Partners first reported a position in Verizon in Q2 2015 and held it in 13 quarters.
Capital Insight Partners's Verizon position peaked at $2.84M in Q2 2016.
2,828 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on Capital Insight Partners's 13F filing for Q1 2023, filed 28 Apr 2023.