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Eudaimonia Advisors’s Verizon VZ Stock Holding History

Eudaimonia 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
2024
Q1 		$303K Sell
7,215
-477
-6% -$19.2K 0.16% 128
2023
Q4 		$290K Sell
7,692
-2,860
-27% -$101K 0.19% 125
2023
Q3 		$342K Sell
10,552
-72
-0.7% -$2.43K 0.24% 110
2023
Q2 		$395K Buy
10,624
+460
+5% +$17K 0.27% 100
2023
Q1 		$395K Sell
10,164
-457
-4% -$18K 0.27% 102
2022
Q4 		$418K Sell
10,621
-3,307
-24% -$125K 0.28% 88
2022
Q3 		$529K Sell
13,928
-1,607
-10% -$71.6K 0.36% 75
2022
Q2 		$788K Sell
15,535
-572
-4% -$28.9K 0.54% 48
2022
Q1 		$820K Sell
16,107
-1,693
-10% -$89.7K 0.47% 56
2021
Q4 		$925K Buy
+17,800
New +$929K 0.54% 46

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eudaimonia Advisors's VZ Position: Q1 2024 in Review

Eudaimonia Advisors reduced its Verizon (VZ) stake by 6.2% in Q1 2024, selling an estimated $19.2K and leaving 7,215 shares worth $303K. The position accounts for 0.16% of the portfolio, ranked #128.

Eudaimonia Advisors first reported a position in VZ in Q4 2021 and has held it in 10 quarters since. The position peaked at $925K in Q4 2021. 2,863 funds tracked by Wall St. Rank hold VZ as of Q1 2024.

  • Eudaimonia Advisors held 7,215 shares of Verizon worth $303K as of Q1 2024.
  • Eudaimonia Advisors sold 477 Verizon shares in Q1 2024, an estimated $19.2K.
  • Verizon made up 0.16% of Eudaimonia Advisors's portfolio in Q1 2024, its #128 holding.
  • Eudaimonia Advisors first reported a position in Verizon in Q4 2021 and has held it in 10 quarters since.
  • Eudaimonia Advisors's Verizon position peaked at $925K in Q4 2021.
  • 2,863 funds tracked by Wall St. Rank held Verizon as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.