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Elm Advisors’s Verizon VZ Stock Holding History

Elm Advisors’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
2021
Q1 		– Sell
-1,866
Closed -$110K – 251
2020
Q4 		$110K Buy
+1,866
New +$111K 0.07% 110
2020
Q1 		– Sell
-3,881
Closed -$238K – 89
2019
Q4 		$238K Hold
3,881
– – 0.15% 82
2019
Q3 		$234K Hold
3,881
– – 0.16% 77
2019
Q2 		$222K Sell
3,881
-120
-3% -$6.91K 0.15% 81
2019
Q1 		$237K Sell
4,001
-163
-4% -$9.23K 0.17% 79
2018
Q4 		$234K Buy
4,164
+163
+4% +$9.25K 0.19% 73
2018
Q3 		$214K Buy
+4,001
New +$212K 0.14% 80
2016
Q4 		– Sell
-3,867
Closed -$201K – 81
2016
Q3 		$201K Sell
3,867
-100
-3% -$5.37K 0.19% 76
2016
Q2 		$222K Buy
+3,967
New +$206K 0.21% 72

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Elm Advisors's VZ Position: Q1 2021 in Review

Elm Advisors sold out of Verizon (VZ) in Q1 2021, closing a stake of 1,866 shares — an estimated $110K sold.

Elm Advisors first reported a position in VZ in Q2 2016 and held it in 9 quarters. The position peaked at $238K in Q4 2019. 2,840 funds tracked by Wall St. Rank hold VZ as of Q1 2021.

  • Elm Advisors reported no remaining Verizon position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 1,866 Verizon shares in Q1 2021, an estimated $110K.
  • Elm Advisors first reported a position in Verizon in Q2 2016 and held it in 9 quarters.
  • Elm Advisors's Verizon position peaked at $238K in Q4 2019.
  • 2,840 funds tracked by Wall St. Rank held Verizon as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.