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Isthmus Partners’s Verizon VZ Stock Holding History

Isthmus 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
2021
Q4 		– Sell
-4,096
Closed -$221K – 153
2021
Q3 		$221K Sell
4,096
-100
-2% -$5.53K 0.04% 144
2021
Q2 		$235K Hold
4,196
– – 0.04% 143
2021
Q1 		$244K Hold
4,196
– – 0.04% 141
2020
Q4 		$247K Hold
4,196
– – 0.05% 137
2020
Q3 		$250K Sell
4,196
-100
-2% -$5.81K 0.06% 131
2020
Q2 		$237K Hold
4,296
– – 0.06% 131
2020
Q1 		$231K Hold
4,296
– – 0.07% 124
2019
Q4 		$264K Sell
4,296
-405
-9% -$24.4K 0.06% 129
2019
Q3 		$284K Hold
4,701
– – 0.07% 127
2019
Q2 		$269K Buy
+4,701
New +$271K 0.06% 128
2019
Q1 		– Sell
-4,961
Closed -$279K – 194
2018
Q4 		$279K Buy
4,961
+2,000
+68% +$113K 0.08% 124
2018
Q3 		$158K Buy
2,961
+365
+14% +$19.3K 0.04% 132
2018
Q2 		$131K Hold
2,596
– – 0.03% 141
2018
Q1 		$124K Hold
2,596
– – 0.03% 144
2017
Q4 		$137K Sell
2,596
-200
-7% -$9.84K 0.04% 144
2017
Q3 		$138K Hold
2,796
– – 0.04% 144
2017
Q2 		$125K Sell
2,796
-2,225
-44% -$104K 0.04% 147
2017
Q1 		$245K Hold
5,021
– – 0.07% 124
2016
Q4 		$268K Buy
5,021
+665
+15% +$33.2K 0.08% 124
2016
Q3 		$219K Hold
4,356
– – 0.07% 126
2016
Q2 		$243K Hold
4,356
– – 0.08% 119
2016
Q1 		$236K Sell
4,356
-4,356
-50% -$218K 0.08% 121
2015
Q4 		$391K Buy
8,712
+4,356
+100% +$198K 0.14% 109
2015
Q3 		$190K Hold
4,356
– – 0.07% 131
2015
Q2 		$203K Sell
4,356
-1,527
-26% -$74.7K 0.07% 127
2015
Q1 		$286K Sell
5,883
-36
-0.6% -$1.74K 0.1% 116
2014
Q4 		$277K Buy
+5,919
New +$290K 0.09% 120

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
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
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

Isthmus Partners's VZ Position: Q4 2021 in Review

Isthmus Partners sold out of Verizon (VZ) in Q4 2021, closing a stake of 4,096 shares — an estimated $221K sold.

Isthmus Partners first reported a position in VZ in Q4 2014 and held it in 27 quarters. The position peaked at $391K in Q4 2015. 3,012 funds tracked by Wall St. Rank hold VZ as of Q4 2021.

  • Isthmus Partners reported no remaining Verizon position as of Q4 2021 after selling out during the quarter.
  • Isthmus Partners sold 4,096 Verizon shares in Q4 2021, an estimated $221K.
  • Isthmus Partners first reported a position in Verizon in Q4 2014 and held it in 27 quarters.
  • Isthmus Partners's Verizon position peaked at $391K in Q4 2015.
  • 3,012 funds tracked by Wall St. Rank held Verizon as of Q4 2021.

Based on Isthmus Partners's 13F filing for Q4 2021, filed 25 Jan 2022.