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Carderock Capital Management’s Verizon VZ Stock Holding History

Carderock Capital Management’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
2021
Q4 		– Sell
-657
Closed -$35K – 148
2021
Q3 		$35K Buy
+657
New +$36.3K 0.01% 117
2021
Q2 		– Sell
-3,594
Closed -$209K – 86
2021
Q1 		$209K Sell
3,594
-26,998
-88% -$1.52M 0.06% 76
2020
Q4 		$1.8M Sell
30,592
-675
-2% -$40.1K 0.54% 52
2020
Q3 		$1.86M Sell
31,267
-179
-0.6% -$10.4K 0.63% 51
2020
Q2 		$1.73M Buy
31,446
+1,252
+4% +$70.4K 0.64% 49
2020
Q1 		$1.62M Sell
30,194
-97
-0.3% -$5.55K 0.74% 46
2019
Q4 		$1.86M Buy
30,291
+1,390
+5% +$83.8K 0.62% 53
2019
Q3 		$1.74M Buy
28,901
+2,565
+10% +$148K 0.64% 54
2019
Q2 		$1.5M Buy
26,336
+881
+3% +$50.8K 0.57% 55
2019
Q1 		$1.5M Buy
25,455
+21,275
+509% +$1.2M 0.61% 52
2018
Q4 		$235K Buy
4,180
+369
+10% +$20.9K 0.12% 67
2018
Q3 		$203K Buy
+3,811
New +$202K 0.08% 82
2016
Q3 		– Sell
-3,972
Closed -$222K – 81
2016
Q2 		$222K Buy
+3,972
New +$206K 0.12% 74
2014
Q3 		– Sell
-4,343
Closed -$212K – 99
2014
Q2 		$212K Buy
4,343
+188
+5% +$9.11K 0.11% 94
2014
Q1 		$198K Sell
4,155
-58
-1% -$2.74K 0.1% 97
2013
Q4 		$207K Buy
+4,213
New +$207K 0.11% 91
2013
Q3 		– Sell
-4,196
Closed -$211K – 93
2013
Q2 		$211K Buy
+4,196
New +$214K 0.12% 85

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Carderock Capital Management's VZ Position: Q4 2021 in Review

Carderock Capital Management sold out of Verizon (VZ) in Q4 2021, closing a stake of 657 shares — an estimated $35K sold.

Carderock Capital Management first reported a position in VZ in Q2 2013 and held it in 17 quarters. The position peaked at $1.86M in Q3 2020. 3,013 funds tracked by Wall St. Rank hold VZ as of Q4 2021.

  • Carderock Capital Management reported no remaining Verizon position as of Q4 2021 after selling out during the quarter.
  • Carderock Capital Management sold 657 Verizon shares in Q4 2021, an estimated $35K.
  • Carderock Capital Management first reported a position in Verizon in Q2 2013 and held it in 17 quarters.
  • Carderock Capital Management's Verizon position peaked at $1.86M in Q3 2020.
  • 3,013 funds tracked by Wall St. Rank held Verizon as of Q4 2021.

Based on Carderock Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.