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Jay D. Rosenbaum’s Verizon VZ Stock Holding History

Jay D. Rosenbaum’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
Q3 		– Sell
-19,545
Closed -$1.09M – 45
2021
Q2 		$1.09M Sell
19,545
-15
-0.1% -$861 1.81% 25
2021
Q1 		$1.14M Hold
19,560
– – 1.95% 21
2020
Q4 		$1.15M Sell
19,560
-5
-0% -$297 2% 20
2020
Q3 		$1.16M Sell
19,565
-825
-4% -$47.9K 2.15% 16
2020
Q2 		$1.12M Sell
20,390
-500
-2% -$28.1K 2.2% 15
2020
Q1 		$1.12M Buy
20,890
+343
+2% +$19.6K 2.59% 12
2019
Q4 		$1.26M Sell
20,547
-93
-0.5% -$5.61K 2.23% 16
2019
Q3 		$1.25M Buy
20,640
+90
+0.4% +$5.18K 2.37% 14
2019
Q2 		$1.17M Buy
20,550
+75
+0.4% +$4.32K 2.23% 18
2019
Q1 		$1.21M Buy
20,475
+50
+0.2% +$2.83K 2.29% 17
2018
Q4 		$1.15M Sell
20,425
-835
-4% -$47.4K 2.43% 15
2018
Q3 		$1.14M Sell
21,260
-130
-0.6% -$6.88K 2.06% 22
2018
Q2 		$1.08M Buy
21,390
+1,128
+6% +$54.6K 2.13% 21
2018
Q1 		$969K Sell
20,262
-2,676
-12% -$134K 1.96% 26
2017
Q4 		$1.21M Buy
22,938
+187
+0.8% +$9.2K 2.23% 21
2017
Q3 		$1.13M Buy
22,751
+935
+4% +$44K 2.15% 21
2017
Q2 		$975K Buy
21,816
+1,050
+5% +$48.9K 1.93% 23
2017
Q1 		$1.01M Buy
20,766
+1,650
+9% +$82.8K 2.14% 22
2016
Q4 		$1.02M Buy
19,116
+1,300
+7% +$65K 2.36% 20
2016
Q3 		$926K Buy
17,816
+1,991
+13% +$107K 0.11% 22
2016
Q2 		$883K Buy
15,825
+5,648
+55% +$293K 0.13% 22
2016
Q1 		$551K Buy
+10,177
New +$509K 0.12% 29

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jay D. Rosenbaum's VZ Position: Q3 2021 in Review

Jay D. Rosenbaum sold out of Verizon (VZ) in Q3 2021, closing a stake of 19,545 shares — an estimated $1.09M sold.

Jay D. Rosenbaum first reported a position in VZ in Q1 2016 and held it in 22 quarters. The position peaked at $1.26M in Q4 2019. 2,785 funds tracked by Wall St. Rank hold VZ as of Q3 2021.

  • Jay D. Rosenbaum reported no remaining Verizon position as of Q3 2021 after selling out during the quarter.
  • Jay D. Rosenbaum sold 19,545 Verizon shares in Q3 2021, an estimated $1.09M.
  • Jay D. Rosenbaum first reported a position in Verizon in Q1 2016 and held it in 22 quarters.
  • Jay D. Rosenbaum's Verizon position peaked at $1.26M in Q4 2019.
  • 2,785 funds tracked by Wall St. Rank held Verizon as of Q3 2021.

Based on Jay D. Rosenbaum's 13F filing for Q3 2021, filed 26 Oct 2021.