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Ivory Investment Management’s Verizon VZ Stock Holding History

Ivory 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
2018
Q1 		– Sell
-220,454
Closed -$11.7M – 67
2017
Q4 		$11.7M Sell
220,454
-740,209
-77% -$36.4M 0.67% 38
2017
Q3 		$47.5M Buy
960,663
+608,327
+173% +$28.6M 2.36% 16
2017
Q2 		$15.7M Buy
+352,336
New +$16.4M 0.59% 48
2014
Q3 		– Sell
-202,197
Closed -$9.89M – 104
2014
Q2 		$9.89M Sell
202,197
-74,737
-27% -$3.62M 0.28% 65
2014
Q1 		$13.2M Buy
+276,934
New +$13.1M 0.56% 53

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ivory Investment Management's VZ Position: Q1 2018 in Review

Ivory Investment Management sold out of Verizon (VZ) in Q1 2018, closing a stake of 220,454 shares — an estimated $11.7M sold.

Ivory Investment Management first reported a position in VZ in Q1 2014 and held it in 5 quarters. The position peaked at $47.5M in Q3 2017. 2,122 funds tracked by Wall St. Rank hold VZ as of Q1 2018.

  • Ivory Investment Management reported no remaining Verizon position as of Q1 2018 after selling out during the quarter.
  • Ivory Investment Management sold 220,454 Verizon shares in Q1 2018, an estimated $11.7M.
  • Ivory Investment Management first reported a position in Verizon in Q1 2014 and held it in 5 quarters.
  • Ivory Investment Management's Verizon position peaked at $47.5M in Q3 2017.
  • 2,122 funds tracked by Wall St. Rank held Verizon as of Q1 2018.

Based on Ivory Investment Management's 13F filing for Q1 2018, filed 15 May 2018.