Coyle Financial Counsel’s Verizon VZ Stock Holding History

Coyle Financial Counsel’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	-74,538	Closed	-$3.79M	–	62
2022 Q2	$3.79M	Buy	74,538 +37,230	+100%	+$1.88M	2.07%	12
2022 Q1	$1.9M	Buy	37,308 +19,153	+105%	+$1.01M	1.01%	23
2021 Q4	$943K	Sell	18,155 -791	-4%	-$41.3K	0.55%	37
2021 Q3	$1.02M	Sell	18,946 -13,660	-42%	-$756K	0.6%	37
2021 Q2	$1.83M	Sell	32,606 -500	-2%	-$28.7K	1.1%	25
2021 Q1	$1.93M	Sell	33,106 -1,755	-5%	-$99K	1.33%	22
2020 Q4	$2.05M	Buy	34,861 +1,425	+4%	+$84.6K	1.5%	21
2020 Q3	$1.99M	Sell	33,436 -579	-2%	-$33.6K	1.66%	16
2020 Q2	$1.88M	Buy	34,015 +3,736	+12%	+$210K	1.73%	16
2020 Q1	$1.63M	Buy	+30,279	New	+$1.73M	2.03%	14
2018 Q3	–	Sell	-266	Closed	-$13K	–	300
2018 Q2	$13K	Buy	+266	New	+$12.9K	0.01%	98

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

Coyle Financial Counsel's VZ Position: Q3 2022 in Review

Coyle Financial Counsel sold out of Verizon (VZ) in Q3 2022, closing a stake of 74,538 shares — an estimated $3.79M sold.

Coyle Financial Counsel first reported a position in VZ in Q2 2018 and held it in 11 quarters. The position peaked at $3.79M in Q2 2022. 2,759 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

Coyle Financial Counsel reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
Coyle Financial Counsel sold 74,538 Verizon shares in Q3 2022, an estimated $3.79M.
Coyle Financial Counsel first reported a position in Verizon in Q2 2018 and held it in 11 quarters.
Coyle Financial Counsel's Verizon position peaked at $3.79M in Q2 2022.
2,759 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Coyle Financial Counsel's 13F filing for Q3 2022, filed 9 Nov 2022.