GFS
VZ icon

GYL Financial Synergies’s Verizon VZ Stock Holding History

GYL Financial Synergies’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
Q3 		$5.37M Sell
119,505
-778
-0.6% -$32.5K 0.4% 63
2024
Q2 		$4.96M Buy
120,283
+7,176
+6% +$289K 0.38% 66
2024
Q1 		$4.75M Buy
113,107
+4,276
+4% +$172K 0.37% 67
2023
Q4 		$4.1M Sell
108,831
-48,189
-31% -$1.71M 0.34% 74
2023
Q3 		$5.09M Sell
157,020
-7,652
-5% -$259K 0.49% 52
2023
Q2 		$6.12M Buy
164,672
+6,589
+4% +$244K 0.56% 43
2023
Q1 		$6.15M Buy
158,083
+128,210
+429% +$5.06M 0.74% 39
2022
Q4 		$1.18M Buy
29,873
+2,983
+11% +$112K 0.25% 64
2022
Q3 		$1.02M Sell
26,890
-3,844
-13% -$171K 0.28% 55
2022
Q2 		$1.56M Buy
30,734
+1,211
+4% +$61.3K 0.43% 34
2022
Q1 		$1.5M Buy
29,523
+3,781
+15% +$200K 0.36% 36
2021
Q4 		$1.34M Buy
25,742
+3,529
+16% +$184K 0.36% 44
2021
Q3 		$1.2M Buy
22,213
+141
+0.6% +$7.8K 0.61% 31
2021
Q2 		$1.24M Sell
22,072
-2,363
-10% -$136K 0.64% 31
2021
Q1 		$1.42M Buy
24,435
+1,827
+8% +$103K 0.78% 24
2020
Q4 		$1.33M Buy
22,608
+10,381
+85% +$617K 0.77% 27
2020
Q3 		$727K Buy
12,227
+1,116
+10% +$64.8K 0.48% 50
2020
Q2 		$613K Buy
11,111
+345
+3% +$19.4K 0.44% 56
2020
Q1 		$578K Buy
10,766
+2,411
+29% +$138K 0.37% 55
2019
Q4 		$513K Buy
8,355
+153
+2% +$9.23K 0.23% 76
2019
Q3 		$495K Buy
8,202
+868
+12% +$50K 0.25% 78
2019
Q2 		$419K Buy
7,334
+1,581
+27% +$91.1K 0.22% 78
2019
Q1 		$340K Sell
5,753
-145
-2% -$8.21K 0.19% 98
2018
Q4 		$332K Buy
+5,898
New +$335K 0.24% 86

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

GYL Financial Synergies's VZ Position: Q3 2024 in Review

GYL Financial Synergies reduced its Verizon (VZ) stake by 0.65% in Q3 2024, selling an estimated $32.5K and leaving 119,505 shares worth $5.37M. The position accounts for 0.4% of the portfolio, ranked #63.

GYL Financial Synergies first reported a position in VZ in Q4 2018 and has held it in 24 quarters since. The position peaked at $6.15M in Q1 2023. 2,912 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

  • GYL Financial Synergies held 119,505 shares of Verizon worth $5.37M as of Q3 2024.
  • GYL Financial Synergies sold 778 Verizon shares in Q3 2024, an estimated $32.5K.
  • Verizon made up 0.4% of GYL Financial Synergies's portfolio in Q3 2024, its #63 holding.
  • GYL Financial Synergies first reported a position in Verizon in Q4 2018 and has held it in 24 quarters since.
  • GYL Financial Synergies's Verizon position peaked at $6.15M in Q1 2023.
  • 2,912 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.