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Heron Bay Capital Management’s Verizon VZ Stock Holding History

Heron Bay Capital 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
2021
Q1 		– Sell
-31,252
Closed -$1.84M – 73
2020
Q4 		$1.84M Buy
+31,252
New +$1.86M 1.2% 31

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Heron Bay Capital Management's VZ Position: Q1 2021 in Review

Heron Bay Capital Management sold out of Verizon (VZ) in Q1 2021, closing a stake of 31,252 shares — an estimated $1.84M sold.

Heron Bay Capital Management first reported a position in VZ in Q4 2020 and held it in 1 quarter. The position peaked at $1.84M in Q4 2020. 2,840 funds tracked by Wall St. Rank hold VZ as of Q1 2021.

  • Heron Bay Capital Management reported no remaining Verizon position as of Q1 2021 after selling out during the quarter.
  • Heron Bay Capital Management sold 31,252 Verizon shares in Q1 2021, an estimated $1.84M.
  • Heron Bay Capital Management first reported a position in Verizon in Q4 2020 and held it in 1 quarter.
  • Heron Bay Capital Management's Verizon position peaked at $1.84M in Q4 2020.
  • 2,840 funds tracked by Wall St. Rank held Verizon as of Q1 2021.

Based on Heron Bay Capital Management's 13F filing for Q1 2021, filed 14 May 2021.