Cypress Asset Management’s Verizon VZ Stock Holding History

Cypress Asset 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
2024 Q2	–	Sell	-4,650	Closed	-$216K	–	112
2024 Q1	$216K	Sell	4,650 -3,775	-45%	-$152K	0.06%	107
2023 Q4	$318K	Sell	8,425 -200	-2%	-$7.08K	0.1%	95
2023 Q3	$280K	Sell	8,625 -20,155	-70%	-$681K	0.09%	104
2023 Q2	$1.1M	Sell	28,780 -255	-0.9%	-$9.44K	0.35%	70
2023 Q1	$1.13M	Sell	29,035 -700	-2%	-$27.6K	0.39%	69
2022 Q4	$1.17M	Sell	29,735 -3,200	-10%	-$121K	0.43%	67
2022 Q3	$1.25M	Sell	32,935 -825	-2%	-$36.7K	0.48%	63
2022 Q2	$1.71M	Sell	33,760 -820	-2%	-$41.5K	0.61%	54
2022 Q1	$1.76M	Sell	34,580 -4,975	-13%	-$264K	0.52%	62
2021 Q4	$2.06M	Sell	39,555 -5,180	-12%	-$270K	0.49%	63
2021 Q3	$2.42M	Sell	44,735 -1,430	-3%	-$79.1K	0.63%	52
2021 Q2	$2.59M	Sell	46,165 -10,671	-19%	-$612K	0.66%	51
2021 Q1	$3.31M	Sell	56,836 -600	-1%	-$33.9K	0.92%	39
2020 Q4	$3.37M	Sell	57,436 -2,425	-4%	-$144K	0.94%	33
2020 Q3	$3.56M	Buy	59,861 +2,731	+5%	+$159K	1.11%	27
2020 Q2	$3.15M	Buy	57,130 +19,190	+51%	+$1.08M	1.05%	30
2020 Q1	$2.04M	Buy	37,940 +22,746	+150%	+$1.3M	0.88%	38
2019 Q4	$933K	Buy	15,194 +11,505	+312%	+$694K	0.32%	90
2019 Q3	$223K	Buy	+3,689	New	+$212K	0.08%	133
2018 Q2	–	Sell	-74,417	Closed	-$3.56M	–	189
2018 Q1	$3.56M	Sell	74,417 -42,568	-36%	-$2.14M	1.04%	34
2017 Q4	$6.19M	Sell	116,985 -7,650	-6%	-$376K	1.33%	24
2017 Q3	$6.17M	Sell	124,635 -21,899	-15%	-$1.03M	1.33%	21
2017 Q2	$6.54M	Buy	146,534 +22,338	+18%	+$1.04M	1.34%	23
2017 Q1	$6.05M	Sell	124,196 -4,403	-3%	-$221K	1.16%	27
2016 Q4	$6.87M	Buy	128,599 +22,218	+21%	+$1.11M	1.32%	23
2016 Q3	$5.53M	Buy	106,381 +1,890	+2%	+$101K	1.1%	27
2016 Q2	$5.83M	Sell	104,491 -635	-0.6%	-$32.9K	1.16%	24
2016 Q1	$5.68M	Sell	105,126 -2,373	-2%	-$119K	1.16%	27
2015 Q4	$4.97M	Sell	107,499 -2,822	-3%	-$128K	1%	32
2015 Q3	$4.8M	Sell	110,321 -500	-0.5%	-$23.1K	1.01%	35
2015 Q2	$5.17M	Sell	110,821 -350	-0.3%	-$17.1K	0.97%	33
2015 Q1	$5.41M	Sell	111,171 -1,700	-2%	-$82K	1.01%	32
2014 Q4	$5.28M	Buy	112,871 +3,803	+3%	+$186K	0.97%	31
2014 Q3	$5.45M	Buy	109,068 +2,938	+3%	+$146K	0.99%	34
2014 Q2	$5.19M	Buy	106,130 +23,786	+29%	+$1.15M	0.9%	36
2014 Q1	$3.92M	Buy	82,344 +797	+1%	+$37.7K	0.71%	46
2013 Q4	$4.01M	Buy	81,547 +275	+0.3%	+$13.5K	0.7%	46
2013 Q3	$3.79M	Sell	81,272 -525	-0.6%	-$25.6K	0.7%	43
2013 Q2	$4.12M	Buy	+81,797	New	+$4.17M	0.77%	41

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

Norges Bank Oslo, Norway $935B AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Cypress Asset Management's VZ Position: Q2 2024 in Review

Cypress Asset Management sold out of Verizon (VZ) in Q2 2024, closing a stake of 4,650 shares — an estimated $216K sold.

Cypress Asset Management first reported a position in VZ in Q2 2013 and held it in 39 quarters. The position peaked at $6.87M in Q4 2016. 2,887 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

Cypress Asset Management reported no remaining Verizon position as of Q2 2024 after selling out during the quarter.
Cypress Asset Management sold 4,650 Verizon shares in Q2 2024, an estimated $216K.
Cypress Asset Management first reported a position in Verizon in Q2 2013 and held it in 39 quarters.
Cypress Asset Management's Verizon position peaked at $6.87M in Q4 2016.
2,887 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on Cypress Asset Management's 13F filing for Q2 2024, filed 24 Feb 2025.