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Hendershot Investments’s Verizon VZ Stock Holding History

Hendershot Investments’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 		– Sell
-4,119
Closed -$170K – 134
2024
Q2 		$170K Sell
4,119
-1,574
-28% -$63.4K 0.02% 123
2024
Q1 		$239K Sell
5,693
-257
-4% -$10.4K 0.03% 107
2023
Q4 		$224K Sell
5,950
-125
-2% -$4.42K 0.03% 115
2023
Q3 		$197K Sell
6,075
-436
-7% -$14.7K 0.03% 117
2023
Q2 		$242K Sell
6,511
-1,470
-18% -$54.4K 0.04% 116
2023
Q1 		$310K Sell
7,981
-1,447
-15% -$57.1K 0.05% 106
2022
Q4 		$371K Sell
9,428
-755
-7% -$28.4K 0.06% 105
2022
Q3 		$387K Sell
10,183
-109
-1% -$4.85K 0.07% 97
2022
Q2 		$522K Sell
10,292
-749
-7% -$37.9K 0.09% 97
2022
Q1 		$562K Sell
11,041
-567
-5% -$30K 0.09% 98
2021
Q4 		$603K Buy
+11,608
New +$606K 0.09% 95

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Hendershot Investments's VZ Position: Q3 2024 in Review

Hendershot Investments sold out of Verizon (VZ) in Q3 2024, closing a stake of 4,119 shares — an estimated $170K sold.

Hendershot Investments first reported a position in VZ in Q4 2021 and held it in 11 quarters. The position peaked at $603K in Q4 2021. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

  • Hendershot Investments reported no remaining Verizon position as of Q3 2024 after selling out during the quarter.
  • Hendershot Investments sold 4,119 Verizon shares in Q3 2024, an estimated $170K.
  • Hendershot Investments first reported a position in Verizon in Q4 2021 and held it in 11 quarters.
  • Hendershot Investments's Verizon position peaked at $603K in Q4 2021.
  • 2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on Hendershot Investments's 13F filing for Q3 2024, filed 15 Nov 2024.