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Disciplined Growth Investors’s Verizon VZ Stock Holding History

Disciplined Growth Investors’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
2013
Q3 		– Sell
-5,800
Closed -$292K – 89
2013
Q2 		$292K Buy
+5,800
New +$296K 0.01% 88

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Disciplined Growth Investors's VZ Position: Q3 2013 in Review

Disciplined Growth Investors sold out of Verizon (VZ) in Q3 2013, closing a stake of 5,800 shares — an estimated $292K sold.

Disciplined Growth Investors first reported a position in VZ in Q2 2013 and held it in 1 quarter. The position peaked at $292K in Q2 2013. 1,436 funds tracked by Wall St. Rank hold VZ as of Q3 2013.

  • Disciplined Growth Investors reported no remaining Verizon position as of Q3 2013 after selling out during the quarter.
  • Disciplined Growth Investors sold 5,800 Verizon shares in Q3 2013, an estimated $292K.
  • Disciplined Growth Investors first reported a position in Verizon in Q2 2013 and held it in 1 quarter.
  • Disciplined Growth Investors's Verizon position peaked at $292K in Q2 2013.
  • 1,436 funds tracked by Wall St. Rank held Verizon as of Q3 2013.

Based on Disciplined Growth Investors's 13F filing for Q3 2013, filed 14 Nov 2013.