GEM Asset Management’s Verizon VZ Stock Holding History

GEM Asset 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
2023 Q1	–	Sell	-5,919	Closed	-$233K	–	76
2022 Q4	$233K	Buy	+5,919	New	+$223K	0.2%	64

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

GEM Asset Management's VZ Position: Q1 2023 in Review

GEM Asset Management sold out of Verizon (VZ) in Q1 2023, closing a stake of 5,919 shares — an estimated $233K sold.

GEM Asset Management first reported a position in VZ in Q4 2022 and held it in 1 quarter. The position peaked at $233K in Q4 2022. 2,828 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

GEM Asset Management reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
GEM Asset Management sold 5,919 Verizon shares in Q1 2023, an estimated $233K.
GEM Asset Management first reported a position in Verizon in Q4 2022 and held it in 1 quarter.
GEM Asset Management's Verizon position peaked at $233K in Q4 2022.
2,828 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on GEM Asset Management's 13F filing for Q1 2023, filed 12 May 2023.