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Epstein & White Financial’s Verizon VZ Stock Holding History

Epstein & White Financial’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
Q2 		$328K Sell
5,856
-189
-3% -$10.8K 0.09% 60
2021
Q1 		$354K Sell
6,045
-528
-8% -$29.8K 0.1% 49
2020
Q4 		$385K Sell
6,573
-744
-10% -$44.2K 0.12% 41
2020
Q3 		$437K Sell
7,317
-603
-8% -$35K 0.16% 33
2020
Q2 		$436K Sell
7,920
-4,931
-38% -$277K 0.17% 31
2020
Q1 		$685K Sell
12,851
-5,526
-30% -$316K 0.29% 27
2019
Q4 		$1.13M Sell
18,377
-1,270
-6% -$76.6K 0.49% 19
2019
Q3 		$1.18M Sell
19,647
-1,172
-6% -$67.5K 0.58% 14
2019
Q2 		$1.15M Buy
20,819
+5,077
+32% +$293K 0.61% 12
2019
Q1 		$933K Buy
15,742
+4,709
+43% +$267K 0.54% 19
2018
Q4 		$623K Buy
11,033
+41
+0.4% +$2.33K 0.39% 23
2018
Q3 		$590K Sell
10,992
-6,259
-36% -$331K 0.39% 28
2018
Q2 		$876K Sell
17,251
-1,384
-7% -$67K 0.65% 20
2018
Q1 		$903K Buy
18,635
+145
+0.8% +$7.29K 0.58% 29
2017
Q4 		$963K Buy
+18,490
New +$909K 0.56% 26

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Epstein & White Financial's VZ Position: Q2 2021 in Review

Epstein & White Financial reduced its Verizon (VZ) stake by 3.1% in Q2 2021, selling an estimated $10.8K and leaving 5,856 shares worth $328K. The position accounts for 0.09% of the portfolio, ranked #60.

Epstein & White Financial first reported a position in VZ in Q4 2017 and has held it in 15 quarters since. The position peaked at $1.18M in Q3 2019. 2,816 funds tracked by Wall St. Rank hold VZ as of Q2 2021.

  • Epstein & White Financial held 5,856 shares of Verizon worth $328K as of Q2 2021.
  • Epstein & White Financial sold 189 Verizon shares in Q2 2021, an estimated $10.8K.
  • Verizon made up 0.09% of Epstein & White Financial's portfolio in Q2 2021, its #60 holding.
  • Epstein & White Financial first reported a position in Verizon in Q4 2017 and has held it in 15 quarters since.
  • Epstein & White Financial's Verizon position peaked at $1.18M in Q3 2019.
  • 2,816 funds tracked by Wall St. Rank held Verizon as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.