Chapman Investment Management’s Verizon VZ Stock Holding History

Chapman Investment 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
2022 Q3	–	Sell	-4,893	Closed	-$248K	–	46
2022 Q2	$248K	Hold	4,893	–	–	0.17%	40
2022 Q1	$249K	Sell	4,893 -26,665	-84%	-$1.41M	0.13%	42
2021 Q4	$1.64M	Hold	31,558	–	–	0.75%	29
2021 Q3	$1.7M	Buy	31,558 +531	+2%	+$29.4K	0.88%	28
2021 Q2	$1.74M	Buy	31,027 +970	+3%	+$55.7K	0.96%	26
2021 Q1	$1.75M	Hold	30,057	–	–	1.1%	24
2020 Q4	$1.77M	Buy	30,057 +165	+0.6%	+$9.8K	1.15%	23
2020 Q3	$1.78M	Buy	29,892 +195	+0.7%	+$11.3K	1.31%	24
2020 Q2	$1.64M	Hold	29,697	–	–	1.34%	24
2020 Q1	$1.6M	Buy	29,697 +20,718	+231%	+$1.19M	1.71%	22
2019 Q4	$551K	Buy	+8,979	New	+$542K	0.5%	34

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Chapman Investment Management's VZ Position: Q3 2022 in Review

Chapman Investment Management sold out of Verizon (VZ) in Q3 2022, closing a stake of 4,893 shares — an estimated $248K sold.

Chapman Investment Management first reported a position in VZ in Q4 2019 and held it in 11 quarters. The position peaked at $1.78M in Q3 2020. 2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

Chapman Investment Management reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
Chapman Investment Management sold 4,893 Verizon shares in Q3 2022, an estimated $248K.
Chapman Investment Management first reported a position in Verizon in Q4 2019 and held it in 11 quarters.
Chapman Investment Management's Verizon position peaked at $1.78M in Q3 2020.
2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Chapman Investment Management's 13F filing for Q3 2022, filed 1 Nov 2022.