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EPIQ Partners’s Verizon VZ Stock Holding History

EPIQ Partners’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
-7,325
Closed -$278K – 82
2022
Q3 		$278K Sell
7,325
-1,000
-12% -$44.5K 0.17% 67
2022
Q2 		$422K Sell
8,325
-395
-5% -$20K 0.26% 59
2022
Q1 		$444K Sell
8,720
-400
-4% -$21.2K 0.24% 61
2021
Q4 		$474K Buy
9,120
+938
+11% +$48.9K 0.25% 62
2021
Q3 		$442K Sell
8,182
-1,550
-16% -$85.7K 0.2% 69
2021
Q2 		$545K Sell
9,732
-4,208
-30% -$241K 0.27% 55
2021
Q1 		$811K Sell
13,940
-5,700
-29% -$322K 0.46% 48
2020
Q4 		$1.15M Sell
19,640
-2,300
-10% -$137K 0.8% 40
2020
Q3 		$1.25M Sell
21,940
-2,000
-8% -$116K 0.94% 40
2020
Q2 		$1.32M Sell
23,940
-400
-2% -$22.5K 1.2% 34
2020
Q1 		$1.31M Sell
24,340
-1,550
-6% -$88.7K 1.45% 30
2019
Q4 		$1.59M Buy
+25,890
New +$1.56M 1.61% 29

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
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
Bank of America
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EPIQ Partners's VZ Position: Q4 2022 in Review

EPIQ Partners sold out of Verizon (VZ) in Q4 2022, closing a stake of 7,325 shares — an estimated $278K sold.

EPIQ Partners first reported a position in VZ in Q4 2019 and held it in 12 quarters. The position peaked at $1.59M in Q4 2019. 2,840 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

  • EPIQ Partners reported no remaining Verizon position as of Q4 2022 after selling out during the quarter.
  • EPIQ Partners sold 7,325 Verizon shares in Q4 2022, an estimated $278K.
  • EPIQ Partners first reported a position in Verizon in Q4 2019 and held it in 12 quarters.
  • EPIQ Partners's Verizon position peaked at $1.59M in Q4 2019.
  • 2,840 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on EPIQ Partners's 13F filing for Q4 2022, filed 6 Jan 2023.