David J. Yvars Group’s Verizon VZ Stock Holding History

David J. Yvars 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
2023 Q4	–	Sell	-6,750	Closed	-$219K	–	86
2023 Q3	$219K	Sell	6,750 -3,892	-37%	-$132K	0.18%	63
2023 Q2	$396K	Sell	10,642 -200	-2%	-$7.4K	0.33%	40
2023 Q1	$422K	Hold	10,842	–	–	0.38%	43
2022 Q4	$427K	Buy	10,842 +706	+7%	+$26.6K	0.54%	32
2022 Q3	$385K	Hold	10,136	–	–	0.43%	37
2022 Q2	$523K	Sell	10,136 -6	-0.1%	-$304	0.71%	24
2022 Q1	$517K	Hold	10,142	–	–	0.36%	37
2021 Q4	$527K	Buy	10,142 +220	+2%	+$11.5K	0.33%	40
2021 Q3	$539K	Sell	9,922 -1,076	-10%	-$59.5K	0.31%	46
2021 Q2	$616K	Hold	10,998	–	–	0.35%	44
2021 Q1	$640K	Sell	10,998 -571	-5%	-$32.2K	0.41%	39
2020 Q4	$680K	Buy	+11,569	New	+$687K	0.46%	32

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

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

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

David J. Yvars Group's VZ Position: Q4 2023 in Review

David J. Yvars Group sold out of Verizon (VZ) in Q4 2023, closing a stake of 6,750 shares — an estimated $219K sold.

David J. Yvars Group first reported a position in VZ in Q4 2020 and held it in 12 quarters. The position peaked at $680K in Q4 2020. 2,825 funds tracked by Wall St. Rank hold VZ as of Q4 2023.

David J. Yvars Group reported no remaining Verizon position as of Q4 2023 after selling out during the quarter.
David J. Yvars Group sold 6,750 Verizon shares in Q4 2023, an estimated $219K.
David J. Yvars Group first reported a position in Verizon in Q4 2020 and held it in 12 quarters.
David J. Yvars Group's Verizon position peaked at $680K in Q4 2020.
2,825 funds tracked by Wall St. Rank held Verizon as of Q4 2023.

Based on David J. Yvars Group's 13F filing for Q4 2023, filed 10 Jan 2024.