Darrell & King’s Verizon VZ Stock Holding History

Darrell & King’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
2019 Q3	$360K	Sell	5,967 -350	-6%	-$20.2K	0.07%	35
2019 Q2	$361K	Buy	6,317 +350	+6%	+$20.2K	0.07%	36
2019 Q1	$353K	Hold	5,967	–	–	0.06%	39
2018 Q4	$335K	Hold	5,967	–	–	0.06%	38
2018 Q3	$319K	Hold	5,967	–	–	0.05%	42
2018 Q2	$300K	Hold	5,967	–	–	0.04%	44
2018 Q1	$285K	Hold	5,967	–	–	0.04%	44
2017 Q4	$316K	Hold	5,967	–	–	0.04%	42
2017 Q3	$295K	Hold	5,967	–	–	0.04%	42
2017 Q2	$266K	Sell	5,967 -1,555	-21%	-$72.4K	0.04%	45
2017 Q1	$367K	Buy	7,522 +1,555	+26%	+$78K	0.06%	38
2016 Q4	$319K	Sell	5,967 -526	-8%	-$26.3K	0.05%	40
2016 Q3	$338K	Hold	6,493	–	–	0.06%	38
2016 Q2	$363K	Sell	6,493 -591	-8%	-$30.7K	0.07%	36
2016 Q1	$383K	Buy	7,084 +591	+9%	+$29.6K	0.07%	36
2015 Q4	$300K	Buy	+6,493	New	+$295K	0.05%	42

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Darrell & King's VZ Position: Q3 2019 in Review

Darrell & King reduced its Verizon (VZ) stake by 5.5% in Q3 2019, selling an estimated $20.2K and leaving 5,967 shares worth $360K. The position accounts for 0.07% of the portfolio, ranked #35.

Darrell & King first reported a position in VZ in Q4 2015 and has held it in 16 quarters since. The position peaked at $383K in Q1 2016. 2,400 funds tracked by Wall St. Rank hold VZ as of Q3 2019.

Darrell & King held 5,967 shares of Verizon worth $360K as of Q3 2019.
Darrell & King sold 350 Verizon shares in Q3 2019, an estimated $20.2K.
Verizon made up 0.07% of Darrell & King's portfolio in Q3 2019, its #35 holding.
Darrell & King first reported a position in Verizon in Q4 2015 and has held it in 16 quarters since.
Darrell & King's Verizon position peaked at $383K in Q1 2016.
2,400 funds tracked by Wall St. Rank held Verizon as of Q3 2019.

Based on Darrell & King's 13F filing for Q3 2019, filed 18 Nov 2019.