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Clarus Group’s Verizon VZ Stock Holding History

Clarus Group’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
2024
Q3 		– Sell
-7,034
Closed -$290K – 124
2024
Q2 		$290K Buy
7,034
+359
+5% +$14.5K 0.13% 90
2024
Q1 		$280K Sell
6,675
-830
-11% -$33.5K 0.2% 87
2023
Q4 		$283K Sell
7,505
-1,115
-13% -$39.5K 0.21% 80
2023
Q3 		$279K Sell
8,620
-1,936
-18% -$65.4K 0.2% 81
2023
Q2 		$393K Buy
+10,556
New +$391K 0.29% 59
2022
Q4 		– Sell
-5,560
Closed -$211K – 100
2022
Q3 		$211K Buy
5,560
+110
+2% +$4.9K 0.19% 83
2022
Q2 		$277K Buy
5,450
+110
+2% +$5.56K 0.23% 73
2022
Q1 		$272K Sell
5,340
-306
-5% -$16.2K 0.19% 84
2021
Q4 		$284K Sell
5,646
-304
-5% -$15.9K 0.19% 84
2021
Q3 		$321K Buy
5,950
+8
+0.1% +$443 0.22% 72
2021
Q2 		$333K Sell
5,942
-366
-6% -$21K 0.25% 67
2021
Q1 		$372K Buy
6,308
+574
+10% +$32.4K 0.31% 56
2020
Q4 		$311K Buy
+5,734
New +$341K 0.27% 67

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Clarus Group's VZ Position: Q3 2024 in Review

Clarus Group sold out of Verizon (VZ) in Q3 2024, closing a stake of 7,034 shares — an estimated $290K sold.

Clarus Group first reported a position in VZ in Q4 2020 and held it in 13 quarters. The position peaked at $393K in Q2 2023. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

  • Clarus Group reported no remaining Verizon position as of Q3 2024 after selling out during the quarter.
  • Clarus Group sold 7,034 Verizon shares in Q3 2024, an estimated $290K.
  • Clarus Group first reported a position in Verizon in Q4 2020 and held it in 13 quarters.
  • Clarus Group's Verizon position peaked at $393K in Q2 2023.
  • 2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on Clarus Group's 13F filing for Q3 2024, filed 21 Oct 2024.