James Hambro & Partners’s Verizon VZ Stock Holding History

James Hambro & 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 Q1	–	Sell	-5,707	Closed	-$225K	–	71
2022 Q4	$225K	Buy	+5,707	New	+$215K	0.02%	63
2022 Q3	–	Sell	-4,812	Closed	-$244K	–	69
2022 Q2	$244K	Sell	4,812 -615	-11%	-$31.1K	0.02%	54
2022 Q1	$277K	Buy	5,427 +1,412	+35%	+$74.8K	0.02%	58
2021 Q4	$209K	Sell	4,015 -824	-17%	-$43K	0.01%	73
2021 Q3	$261K	Hold	4,839	–	–	0.02%	78
2021 Q2	$271K	Sell	4,839 -1,142	-19%	-$65.5K	0.02%	75
2021 Q1	$348K	Buy	5,981 +893	+18%	+$50.4K	0.03%	71
2020 Q4	$299K	Sell	5,088 -360	-7%	-$21.4K	0.03%	67
2020 Q3	$324K	Buy	5,448 +636	+13%	+$37K	0.05%	47
2020 Q2	$265K	Sell	4,812 -1,497	-24%	-$84.2K	0.04%	48
2020 Q1	$339K	Sell	6,309 -197	-3%	-$11.3K	0.07%	42
2019 Q4	$399K	Buy	6,506 +942	+17%	+$56.8K	0.07%	43
2019 Q3	$336K	Buy	+5,564	New	+$320K	0.07%	44
2019 Q1	$520K	Hold	8,789	–	–	0.15%	31
2018 Q4	$494K	Buy	+8,789	New	+$499K	0.19%	30
2018 Q1	–	Sell	-13,666	Closed	-$725K	–	30
2017 Q4	$725K	Buy	+13,666	New	+$672K	0.4%	19

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

James Hambro & Partners's VZ Position: Q1 2023 in Review

James Hambro & Partners sold out of Verizon (VZ) in Q1 2023, closing a stake of 5,707 shares — an estimated $225K sold.

James Hambro & Partners first reported a position in VZ in Q4 2017 and held it in 16 quarters. The position peaked at $725K in Q4 2017. 2,828 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

James Hambro & Partners reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
James Hambro & Partners sold 5,707 Verizon shares in Q1 2023, an estimated $225K.
James Hambro & Partners first reported a position in Verizon in Q4 2017 and held it in 16 quarters.
James Hambro & Partners's Verizon position peaked at $725K in Q4 2017.
2,828 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on James Hambro & Partners's 13F filing for Q1 2023, filed 21 Apr 2023.