HCM
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HMS Capital Management’s Verizon VZ Stock Holding History

HMS 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
Q2 		– Sell
-300
Closed -$17K – 152
2021
Q1 		$17K Sell
300
-1,000
-77% -$56.4K 0.01% 126
2020
Q4 		$76K Sell
1,300
-5,500
-81% -$327K 0.03% 147
2020
Q3 		$405K Buy
6,800
+300
+5% +$17.4K 0.16% 117
2020
Q2 		$358K Buy
+6,500
New +$366K 0.16% 120
2017
Q2 		– Sell
-10,200
Closed -$475K – 153
2017
Q1 		$475K Buy
10,200
+1,300
+15% +$65.2K 0.43% 82
2016
Q4 		$475K Buy
8,900
+1,700
+24% +$85K 0.5% 78
2016
Q3 		$373K Buy
+7,200
New +$386K 0.37% 92

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HMS Capital Management's VZ Position: Q1 2022 in Review

HMS Capital Management sold out of Verizon (VZ) in Q1 2022, closing a stake of 5,974 shares — an estimated $310K sold.

HMS Capital Management first reported a position in VZ in Q3 2016 and held it in 11 quarters. The position peaked at $941K in Q4 2016. 3,019 funds tracked by Wall St. Rank hold VZ as of Q1 2022.

  • HMS Capital Management reported no remaining Verizon position as of Q1 2022 after selling out during the quarter.
  • HMS Capital Management sold 5,974 Verizon shares in Q1 2022, an estimated $310K.
  • HMS Capital Management first reported a position in Verizon in Q3 2016 and held it in 11 quarters.
  • HMS Capital Management's Verizon position peaked at $941K in Q4 2016.
  • 3,019 funds tracked by Wall St. Rank held Verizon as of Q1 2022.

Based on HMS Capital Management's 13F filing for Q1 2022, filed 20 Apr 2022.