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Foresters Investment Management’s Verizon VZ Stock Holding History

Foresters Investment Management’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
2019
Q3 		$73.1M Sell
1,210,675
-120,119
-9% -$6.92M 1.45% 2
2019
Q2 		$76M Sell
1,330,794
-3,301
-0.2% -$190K 1.36% 2
2019
Q1 		$78.9M Buy
1,334,095
+30,650
+2% +$1.74M 1.38% 2
2018
Q4 		$73.3M Buy
1,303,445
+203,100
+18% +$11.5M 1.38% 4
2018
Q3 		$58.7M Buy
1,100,345
+2,200
+0.2% +$116K 0.93% 16
2018
Q2 		$55.2M Buy
1,098,145
+165,200
+18% +$8M 0.94% 15
2018
Q1 		$44.6M Sell
932,945
-3,863
-0.4% -$194K 0.74% 30
2017
Q4 		$49.6M Sell
936,808
-18,627
-2% -$916K 0.77% 22
2017
Q3 		$47.3M Buy
955,435
+1,600
+0.2% +$75.3K 0.77% 26
2017
Q2 		$42.6M Buy
953,835
+3,290
+0.3% +$153K 0.72% 36
2017
Q1 		$46.3M Buy
950,545
+2,100
+0.2% +$105K 0.81% 26
2016
Q4 		$50.9M Buy
948,445
+2,000
+0.2% +$100K 0.91% 18
2016
Q3 		$49.2M Buy
946,445
+1,000
+0.1% +$53.7K 0.91% 20
2016
Q2 		$52.8M Sell
945,445
-5,180
-0.5% -$269K 1.02% 15
2016
Q1 		$51.4M Buy
950,625
+3,800
+0.4% +$190K 1.04% 18
2015
Q4 		$43.8M Buy
946,825
+17,600
+2% +$799K 0.89% 25
2015
Q3 		$40.4M Buy
929,225
+5,000
+0.5% +$231K 0.86% 25
2015
Q2 		$43.1M Buy
924,225
+42,500
+5% +$2.08M 0.81% 29
2015
Q1 		$42.9M Buy
881,725
+15,625
+2% +$754K 0.83% 27
2014
Q4 		$40.5M Buy
866,100
+4,300
+0.5% +$210K 0.81% 30
2014
Q3 		$43.1M Buy
861,800
+10,000
+1% +$497K 0.91% 19
2014
Q2 		$41.7M Buy
851,800
+33,100
+4% +$1.6M 0.86% 20
2014
Q1 		$38.9M Buy
818,700
+55,200
+7% +$2.61M 0.84% 24
2013
Q4 		$37.5M Buy
763,500
+10,000
+1% +$492K 0.81% 34
2013
Q3 		$35.2M Buy
753,500
+15,000
+2% +$732K 0.86% 29
2013
Q2 		$37.2M Buy
+738,500
New +$37.7M 1.12% 17

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Foresters Investment Management's VZ Position: Q3 2019 in Review

Foresters Investment Management reduced its Verizon (VZ) stake by 9% in Q3 2019, selling an estimated $6.92M and leaving 1,210,675 shares worth $73.1M. The position accounts for 1.45% of the portfolio, ranked #2.

Foresters Investment Management first reported a position in VZ in Q2 2013 and has held it in 26 quarters since. The position peaked at $78.9M in Q1 2019. 2,400 funds tracked by Wall St. Rank hold VZ as of Q3 2019.

  • Foresters Investment Management held 1,210,675 shares of Verizon worth $73.1M as of Q3 2019.
  • Foresters Investment Management sold 120,119 Verizon shares in Q3 2019, an estimated $6.92M.
  • Verizon made up 1.45% of Foresters Investment Management's portfolio in Q3 2019, its #2 holding.
  • Foresters Investment Management first reported a position in Verizon in Q2 2013 and has held it in 26 quarters since.
  • Foresters Investment Management's Verizon position peaked at $78.9M in Q1 2019.
  • 2,400 funds tracked by Wall St. Rank held Verizon as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.