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Eagle Ridge Investment Management’s Verizon VZ Stock Holding History

Eagle Ridge Investment 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
Q4 		$25.9M Sell
648,520
-2,497
-0.4% -$105K 2.26% 14
2024
Q3 		$29.2M Buy
651,017
+7,637
+1% +$319K 2.56% 12
2024
Q2 		$26.5M Buy
643,380
+1,724
+0.3% +$69.5K 2.46% 12
2024
Q1 		$26.9M Buy
641,656
+784
+0.1% +$31.6K 2.48% 12
2023
Q4 		$24.2M Buy
640,872
+30
+0% +$1.06K 2.37% 14
2023
Q3 		$20.8M Buy
640,842
+4,240
+0.7% +$143K 2.26% 12
2023
Q2 		$23.7M Buy
636,602
+12,205
+2% +$452K 2.49% 11
2023
Q1 		$24.3M Buy
624,397
+4,588
+0.7% +$181K 2.73% 8
2022
Q4 		$24.4M Buy
+619,809
New +$23.4M 2.85% 7
2022
Q3 		– Sell
-6,174
Closed -$313K – 152
2022
Q2 		$313K Buy
+6,174
New +$312K 0.04% 120
2020
Q4 		– Sell
-4,600
Closed -$274K – 149
2020
Q3 		$274K Buy
+4,600
New +$267K 0.04% 124
2018
Q1 		– Sell
-15,422
Closed -$816K – 184
2017
Q4 		$816K Sell
15,422
-624
-4% -$30.7K 0.13% 90
2017
Q3 		$794K Buy
16,046
+84
+0.5% +$3.95K 0.13% 87
2017
Q2 		$73K Buy
+15,962
New +$744K 0.01% 136
2017
Q1 		– Sell
-106,547
Closed -$5.69M – 147
2016
Q4 		$5.69M Buy
106,547
+2,319
+2% +$116K 1.18% 39
2016
Q3 		$5.42M Sell
104,228
-2,270
-2% -$122K 1.2% 42
2016
Q2 		$5.95M Buy
106,498
+206
+0.2% +$10.7K 1.36% 26
2016
Q1 		$5.75M Buy
106,292
+194
+0.2% +$9.7K 1.35% 29
2015
Q4 		$4.9M Sell
106,098
-6,322
-6% -$287K 1.18% 38
2015
Q3 		$4.89M Buy
112,420
+3,885
+4% +$179K 1.26% 35
2015
Q2 		$5.06M Sell
108,535
-549
-0.5% -$26.9K 2.28% 23
2015
Q1 		$5.3M Buy
109,084
+898
+0.8% +$43.3K 2.41% 20
2014
Q4 		$5.06M Sell
108,186
-776
-0.7% -$38K 2.32% 24
2014
Q3 		$5.45M Sell
108,962
-2,811
-3% -$140K 2.62% 18
2014
Q2 		$5.47M Buy
+111,773
New +$5.42M 2.56% 20

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Eagle Ridge Investment Management's VZ Position: Q4 2024 in Review

Eagle Ridge Investment Management reduced its Verizon (VZ) stake by 0.38% in Q4 2024, selling an estimated $105K and leaving 648,520 shares worth $25.9M. The position accounts for 2.26% of the portfolio, ranked #14.

Eagle Ridge Investment Management first reported a position in VZ in Q2 2014 and has held it in 25 quarters since. The position peaked at $29.2M in Q3 2024. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • Eagle Ridge Investment Management held 648,520 shares of Verizon worth $25.9M as of Q4 2024.
  • Eagle Ridge Investment Management sold 2,497 Verizon shares in Q4 2024, an estimated $105K.
  • Verizon made up 2.26% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #14 holding.
  • Eagle Ridge Investment Management first reported a position in Verizon in Q2 2014 and has held it in 25 quarters since.
  • Eagle Ridge Investment Management's Verizon position peaked at $29.2M in Q3 2024.
  • 3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.