Hudson Value Partners’s Verizon VZ Stock Holding History

Hudson Value Partners’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
2023 Q3	–	Sell	-7,645	Closed	-$284K	–	107
2023 Q2	$284K	Buy	7,645 +225	+3%	+$8.33K	0.15%	95
2023 Q1	$289K	Hold	7,420	–	–	0.16%	92
2022 Q4	$292K	Buy	7,420 +1,216	+20%	+$45.8K	0.18%	89
2022 Q3	$236K	Hold	6,204	–	–	0.16%	94
2022 Q2	$315K	Sell	6,204 -8,181	-57%	-$414K	0.2%	86
2022 Q1	$733K	Buy	14,385 +908	+7%	+$48.1K	0.38%	65
2021 Q4	$700K	Sell	13,477 -4,375	-25%	-$228K	0.34%	74
2021 Q3	$964K	Buy	17,852 +375	+2%	+$20.7K	0.53%	64
2021 Q2	$979K	Buy	17,477 +368	+2%	+$21.1K	0.54%	61
2021 Q1	$995K	Buy	17,109 +1,649	+11%	+$93.1K	0.6%	57
2020 Q4	$899K	Buy	+15,460	New	+$918K	0.6%	59

Other funds holding VZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hudson Value Partners's VZ Position: Q3 2023 in Review

Hudson Value Partners sold out of Verizon (VZ) in Q3 2023, closing a stake of 7,645 shares — an estimated $284K sold.

Hudson Value Partners first reported a position in VZ in Q4 2020 and held it in 11 quarters. The position peaked at $995K in Q1 2021. 2,610 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

Hudson Value Partners reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
Hudson Value Partners sold 7,645 Verizon shares in Q3 2023, an estimated $284K.
Hudson Value Partners first reported a position in Verizon in Q4 2020 and held it in 11 quarters.
Hudson Value Partners's Verizon position peaked at $995K in Q1 2021.
2,610 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Hudson Value Partners's 13F filing for Q3 2023, filed 2 Nov 2023.