Edgewood Management’s Verizon VZ Stock Holding History

Edgewood 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 Q1	–	Sell	-5,549	Closed	-$209K	–	85
2023 Q4	$209K	Buy	+5,549	New	+$196K	﹤0.01%	77
2023 Q3	–	Sell	-8,096	Closed	-$301K	–	83
2023 Q2	$301K	Sell	8,096 -382	-5%	-$14.1K	﹤0.01%	71
2023 Q1	$330K	Hold	8,478	–	–	﹤0.01%	72
2022 Q4	$334K	Sell	8,478 -138	-2%	-$5.2K	﹤0.01%	73
2022 Q3	$327K	Hold	8,616	–	–	﹤0.01%	73
2022 Q2	$437K	Hold	8,616	–	–	﹤0.01%	65
2022 Q1	$439K	Hold	8,616	–	–	﹤0.01%	71
2021 Q4	$448K	Buy	8,616 +1,700	+25%	+$88.7K	﹤0.01%	72
2021 Q3	$374K	Sell	6,916 -1,000	-13%	-$55.3K	﹤0.01%	74
2021 Q2	$444K	Sell	7,916 -2,000	-20%	-$115K	﹤0.01%	71
2021 Q1	$577K	Hold	9,916	–	–	﹤0.01%	64
2020 Q4	$583K	Hold	9,916	–	–	﹤0.01%	60
2020 Q3	$590K	Sell	9,916 -8,415	-46%	-$489K	﹤0.01%	56
2020 Q2	$1.01M	Hold	18,331	–	–	﹤0.01%	49
2020 Q1	$985K	Hold	18,331	–	–	﹤0.01%	47
2019 Q4	$1.13M	Buy	18,331 +2,396	+15%	+$145K	﹤0.01%	48
2019 Q3	$962K	Sell	15,935 -100	-0.6%	-$5.76K	﹤0.01%	45
2019 Q2	$916K	Hold	16,035	–	–	﹤0.01%	47
2019 Q1	$948K	Sell	16,035 -900	-5%	-$51K	﹤0.01%	45
2018 Q4	$952K	Hold	16,935	–	–	﹤0.01%	49
2018 Q3	$904K	Hold	16,935	–	–	﹤0.01%	46
2018 Q2	$852K	Hold	16,935	–	–	﹤0.01%	45
2018 Q1	$810K	Hold	16,935	–	–	﹤0.01%	46
2017 Q4	$896K	Hold	16,935	–	–	﹤0.01%	46
2017 Q3	$838K	Hold	16,935	–	–	﹤0.01%	46
2017 Q2	$756K	Sell	16,935 -155	-0.9%	-$7.22K	﹤0.01%	47
2017 Q1	$833K	Sell	17,090 -2,345	-12%	-$118K	﹤0.01%	44
2016 Q4	$1.04M	Sell	19,435 -304	-2%	-$15.2K	0.01%	44
2016 Q3	$1.03M	Sell	19,739 -80	-0.4%	-$4.29K	0.01%	47
2016 Q2	$1.11M	Sell	19,819 -1,778	-8%	-$92.2K	0.01%	41
2016 Q1	$1.17M	Hold	21,597	–	–	0.01%	41
2015 Q4	$998K	Hold	21,597	–	–	0.01%	44
2015 Q3	$940K	Hold	21,597	–	–	0.01%	44
2015 Q2	$1.01M	Sell	21,597 -2,091	-9%	-$102K	0.01%	42
2015 Q1	$1.15M	Sell	23,688 -12,398	-34%	-$598K	0.01%	43
2014 Q4	$1.69M	Hold	36,086	–	–	0.02%	44
2014 Q3	$1.8M	Sell	36,086 -6,993	-16%	-$348K	0.02%	43
2014 Q2	$2.11M	Hold	43,079	–	–	0.02%	41
2014 Q1	$2.05M	Buy	43,079 +30,729	+249%	+$1.45M	0.02%	40
2013 Q4	$607K	Sell	12,350 -1,200	-9%	-$59K	0.01%	49
2013 Q3	$632K	Sell	13,550 -100	-0.7%	-$4.88K	0.01%	50
2013 Q2	$687K	Buy	+13,650	New	+$697K	0.01%	45

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Edgewood Management's VZ Position: Q1 2024 in Review

Edgewood Management sold out of Verizon (VZ) in Q1 2024, closing a stake of 5,549 shares — an estimated $209K sold.

Edgewood Management first reported a position in VZ in Q2 2013 and held it in 42 quarters. The position peaked at $2.11M in Q2 2014. 2,870 funds tracked by Wall St. Rank hold VZ as of Q1 2024.

Edgewood Management reported no remaining Verizon position as of Q1 2024 after selling out during the quarter.
Edgewood Management sold 5,549 Verizon shares in Q1 2024, an estimated $209K.
Edgewood Management first reported a position in Verizon in Q2 2013 and held it in 42 quarters.
Edgewood Management's Verizon position peaked at $2.11M in Q2 2014.
2,870 funds tracked by Wall St. Rank held Verizon as of Q1 2024.

Based on Edgewood Management's 13F filing for Q1 2024, filed 14 May 2024.