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Horizon Investment Services’s Verizon VZ Stock Holding History

Horizon Investment Services’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
-18,504
Closed -$939K – 105
2022
Q2 		$939K Sell
18,504
-780
-4% -$39.5K 0.62% 46
2022
Q1 		$982K Sell
19,284
-224
-1% -$11.9K 0.51% 54
2021
Q4 		$1.01M Buy
19,508
+532
+3% +$27.8K 0.46% 57
2021
Q3 		$1.02M Sell
18,976
-385
-2% -$21.3K 0.5% 52
2021
Q2 		$1.08M Buy
19,361
+2,093
+12% +$120K 0.53% 51
2021
Q1 		$1M Buy
17,268
+8,728
+102% +$493K 0.54% 55
2020
Q4 		$502K Sell
8,540
-298
-3% -$17.7K 0.31% 65
2020
Q3 		$526K Buy
8,838
+437
+5% +$25.4K 0.35% 62
2020
Q2 		$463K Buy
8,401
+1,200
+17% +$67.5K 0.32% 66
2020
Q1 		$387K Sell
7,201
-1,126
-14% -$64.4K 0.34% 66
2019
Q4 		$511K Sell
8,327
-110
-1% -$6.63K 0.34% 71
2019
Q3 		$509K Buy
8,437
+3,865
+85% +$223K 0.34% 67
2019
Q2 		$261K Sell
4,572
-1,467
-24% -$84.5K 0.18% 82
2019
Q1 		$357K Buy
6,039
+197
+3% +$11.2K 0.24% 75
2018
Q4 		$328K Sell
5,842
-1,288
-18% -$73.1K 0.26% 69
2018
Q3 		$381K Buy
7,130
+2,243
+46% +$119K 0.2% 73
2018
Q2 		$246K Buy
4,887
+577
+13% +$27.9K 0.12% 88
2018
Q1 		$206K Buy
+4,310
New +$217K 0.09% 97
2017
Q3 		– Sell
-4,512
Closed -$202K – 116
2017
Q2 		$202K Sell
4,512
-750
-14% -$34.9K 0.09% 100
2017
Q1 		$257K Sell
5,262
-911
-15% -$45.7K 0.11% 100
2016
Q4 		$330K Sell
6,173
-223
-3% -$11.1K 0.16% 85
2016
Q3 		$333K Sell
6,396
-1,527
-19% -$82K 0.17% 83
2016
Q2 		$442K Buy
7,923
+467
+6% +$24.2K 0.22% 70
2016
Q1 		$403K Buy
+7,456
New +$373K 0.18% 74

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Horizon Investment Services's VZ Position: Q3 2022 in Review

Horizon Investment Services sold out of Verizon (VZ) in Q3 2022, closing a stake of 18,504 shares — an estimated $939K sold.

Horizon Investment Services first reported a position in VZ in Q1 2016 and held it in 24 quarters. The position peaked at $1.08M in Q2 2021. 2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

  • Horizon Investment Services reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
  • Horizon Investment Services sold 18,504 Verizon shares in Q3 2022, an estimated $939K.
  • Horizon Investment Services first reported a position in Verizon in Q1 2016 and held it in 24 quarters.
  • Horizon Investment Services's Verizon position peaked at $1.08M in Q2 2021.
  • 2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Horizon Investment Services's 13F filing for Q3 2022, filed 9 Nov 2022.