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Harry Burn’s Verizon VZ Stock Holding History

Harry Burn’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
2022
Q3 		– Sell
-1,222,017
Closed -$62M – 38
2022
Q2 		$62M Sell
1,222,017
-21,832
-2% -$1.1M 2.27% 27
2022
Q1 		$63.4M Sell
1,243,849
-194,910
-14% -$10.3M 1.84% 34
2021
Q4 		$74.8M Sell
1,438,759
-287,361
-17% -$15M 2.08% 31
2021
Q3 		$93.2M Buy
1,726,120
+445,173
+35% +$24.6M 2.63% 17
2021
Q2 		$71.8M Sell
1,280,947
-9,028
-0.7% -$518K 2% 32
2021
Q1 		$75M Buy
+1,289,975
New +$72.8M 2.19% 26
2020
Q4 		– Sell
-16,200
Closed -$964K – 42
2020
Q3 		$964K Sell
16,200
-1,261,927
-99% -$73.3M 0.03% 39
2020
Q2 		$70.5M Sell
1,278,127
-110,823
-8% -$6.23M 2.17% 28
2020
Q1 		$74.6M Buy
+1,388,950
New +$79.5M 2.6% 20

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harry Burn's VZ Position: Q3 2022 in Review

Harry Burn sold out of Verizon (VZ) in Q3 2022, closing a stake of 1,222,017 shares — an estimated $62M sold.

Harry Burn first reported a position in VZ in Q1 2020 and held it in 9 quarters. The position peaked at $93.2M in Q3 2021. 2,760 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

  • Harry Burn reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
  • Harry Burn sold 1,222,017 Verizon shares in Q3 2022, an estimated $62M.
  • Harry Burn first reported a position in Verizon in Q1 2020 and held it in 9 quarters.
  • Harry Burn's Verizon position peaked at $93.2M in Q3 2021.
  • 2,760 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Sound Shore Management's 13F filing for Q3 2022, filed 4 Nov 2022.