Enlightenment Research’s Verizon VZ Stock Holding History

Enlightenment Research’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
2022 Q4	–	Sell	-22,697	Closed	-$862K	–	88
2022 Q3	$862K	Buy	+22,697	New	+$1.01M	1.91%	9
2022 Q2	–	Sell	-6,500	Closed	-$331K	–	185
2022 Q1	$331K	Sell	6,500 -25,700	-80%	-$1.36M	0.44%	71
2021 Q4	$1.67M	Buy	+32,200	New	+$1.68M	2.38%	8
2021 Q3	–	Sell	-22,700	Closed	-$1.27M	–	210
2021 Q2	$1.27M	Buy	+22,700	New	+$1.3M	1.62%	14
2021 Q1	–	Sell	-12,300	Closed	-$723K	–	196
2020 Q4	$723K	Buy	+12,300	New	+$731K	1.02%	25
2020 Q1	–	Sell	-6,500	Closed	-$399K	–	198
2019 Q4	$399K	Buy	+6,500	New	+$392K	1.87%	15
2019 Q3	–	Sell	-35,204	Closed	-$1.91M	–	280
2019 Q2	$1.91M	Buy	+35,204	New	+$2.03M	0.97%	19

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Enlightenment Research's VZ Position: Q4 2022 in Review

Enlightenment Research sold out of Verizon (VZ) in Q4 2022, closing a stake of 22,697 shares — an estimated $862K sold.

Enlightenment Research first reported a position in VZ in Q2 2019 and held it in 7 quarters. The position peaked at $1.91M in Q2 2019. 2,841 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

Enlightenment Research reported no remaining Verizon position as of Q4 2022 after selling out during the quarter.
Enlightenment Research sold 22,697 Verizon shares in Q4 2022, an estimated $862K.
Enlightenment Research first reported a position in Verizon in Q2 2019 and held it in 7 quarters.
Enlightenment Research's Verizon position peaked at $1.91M in Q2 2019.
2,841 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.