Echo Street Capital Management’s Verizon VZ Stock Holding History

Echo Street Capital 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
2023 Q2	–	Sell	-5,813	Closed	-$226K	–	613
2023 Q1	$226K	Buy	+5,813	New	+$229K	﹤0.01%	439
2022 Q2	–	Sell	-38,005	Closed	-$1.94M	–	729
2022 Q1	$1.94M	Buy	38,005 +23,104	+155%	+$1.22M	0.01%	136
2021 Q4	$774K	Buy	+14,901	New	+$777K	0.01%	317
2021 Q3	–	Sell	-4,316	Closed	-$242K	–	763
2021 Q2	$242K	Sell	4,316 -1,472	-25%	-$84.5K	﹤0.01%	522
2021 Q1	$337K	Buy	+5,788	New	+$327K	﹤0.01%	397

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Echo Street Capital Management's VZ Position: Q2 2023 in Review

Echo Street Capital Management sold out of Verizon (VZ) in Q2 2023, closing a stake of 5,813 shares — an estimated $226K sold.

Echo Street Capital Management first reported a position in VZ in Q1 2021 and held it in 5 quarters. The position peaked at $1.94M in Q1 2022. 2,763 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

Echo Street Capital Management reported no remaining Verizon position as of Q2 2023 after selling out during the quarter.
Echo Street Capital Management sold 5,813 Verizon shares in Q2 2023, an estimated $226K.
Echo Street Capital Management first reported a position in Verizon in Q1 2021 and held it in 5 quarters.
Echo Street Capital Management's Verizon position peaked at $1.94M in Q1 2022.
2,763 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on Echo Street Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.