Johnson Midwest Financial’s Verizon VZ Stock Holding History

Johnson Midwest Financial’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	$113K	Buy	3,483 +116	+3%	+$3.92K	0.25%	49
2023 Q2	$125K	Buy	3,367 +14	+0.4%	+$518	0.11%	46
2023 Q1	$130K	Buy	3,353 +663	+25%	+$26.1K	0.19%	41
2022 Q4	$106K	Sell	2,690 -451	-14%	-$17K	0.39%	46
2022 Q3	$119	Buy	3,141 +21	+0.7%	+$935	0.45%	41
2022 Q2	$158K	Buy	3,120 +288	+10%	+$14.6K	0.21%	41
2022 Q1	$144K	Buy	2,832 +3	+0.1%	+$159	0.2%	36
2021 Q4	$147K	Buy	2,829 +2	+0.1%	+$104	0.11%	39
2021 Q3	$153K	Buy	2,827 +103	+4%	+$5.7K	0.13%	44
2021 Q2	$153K	Buy	2,724 +2	+0.1%	+$115	0.15%	42
2021 Q1	$158K	Buy	2,722 +2	+0.1%	+$113	0.17%	41
2020 Q4	$160K	Buy	+2,720	New	+$162K	0.15%	46

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Johnson Midwest Financial's VZ Position: Q3 2023 in Review

Johnson Midwest Financial increased its Verizon (VZ) stake by 3.4% in Q3 2023, buying an estimated $3.92K and bringing the position to 3,483 shares worth $113K. The position accounts for 0.25% of the portfolio, ranked #49.

Johnson Midwest Financial first reported a position in VZ in Q4 2020 and has held it in 12 quarters since. The position peaked at $160K in Q4 2020. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

Johnson Midwest Financial held 3,483 shares of Verizon worth $113K as of Q3 2023.
Johnson Midwest Financial bought 116 Verizon shares in Q3 2023, an estimated $3.92K.
Verizon made up 0.25% of Johnson Midwest Financial's portfolio in Q3 2023, its #49 holding.
Johnson Midwest Financial first reported a position in Verizon in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's Verizon position peaked at $160K in Q4 2020.
2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.