Hotaling Investment Management’s Verizon VZ Stock Holding History

Hotaling Investment 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
2022 Q4	$388K	Sell	9,841 -1,800	-15%	-$67.8K	0.18%	84
2022 Q3	$442K	Sell	11,641 -1,317	-10%	-$58.7K	0.21%	82
2022 Q2	$658K	Buy	12,958 +347	+3%	+$17.6K	0.29%	79
2022 Q1	$642K	Sell	12,611 -1,211	-9%	-$64.1K	0.25%	83
2021 Q4	$718K	Sell	13,822 -938	-6%	-$48.9K	0.25%	81
2021 Q3	$797K	Hold	14,760	–	–	0.33%	75
2021 Q2	$827K	Sell	14,760 -150	-1%	-$8.61K	0.34%	75
2021 Q1	$867K	Sell	14,910 -1,700	-10%	-$95.9K	0.39%	73
2020 Q4	$976K	Buy	16,610 +6,262	+61%	+$372K	0.46%	64
2020 Q3	$616K	Sell	10,348 -197	-2%	-$11.4K	0.33%	69
2020 Q2	$581K	Buy	10,545 +570	+6%	+$32.1K	0.34%	75
2020 Q1	$536K	Sell	9,975 -25	-0.3%	-$1.43K	0.4%	68
2019 Q4	$614K	Hold	10,000	–	–	0.35%	73
2019 Q3	$604K	Hold	10,000	–	–	0.39%	71
2019 Q2	$571K	Sell	10,000 -420	-4%	-$24.2K	0.37%	75
2019 Q1	$616K	Sell	10,420 -449	-4%	-$25.4K	0.42%	74
2018 Q4	$611K	Buy	+10,869	New	+$617K	0.5%	66

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hotaling Investment Management's VZ Position: Q4 2022 in Review

Hotaling Investment Management reduced its Verizon (VZ) stake by 15% in Q4 2022, selling an estimated $67.8K and leaving 9,841 shares worth $388K. The position accounts for 0.18% of the portfolio, ranked #84.

Hotaling Investment Management first reported a position in VZ in Q4 2018 and has held it in 17 quarters since. The position peaked at $976K in Q4 2020. 2,840 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

Hotaling Investment Management held 9,841 shares of Verizon worth $388K as of Q4 2022.
Hotaling Investment Management sold 1,800 Verizon shares in Q4 2022, an estimated $67.8K.
Verizon made up 0.18% of Hotaling Investment Management's portfolio in Q4 2022, its #84 holding.
Hotaling Investment Management first reported a position in Verizon in Q4 2018 and has held it in 17 quarters since.
Hotaling Investment Management's Verizon position peaked at $976K in Q4 2020.
2,840 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.