Jupiter Investment Management’s Verizon VZ Stock Holding History

Jupiter 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
2020 Q2	$76.4M	Sell	1,385,107 -484,469	-26%	-$27.3M	1.22%	17
2020 Q1	$100M	Buy	1,869,576 +1,820,287	+3,693%	+$104M	1.96%	8
2019 Q4	$3.03M	Sell	49,289 -732,028	-94%	-$44.2M	0.04%	262
2019 Q3	$47.2M	Sell	781,317 -1,370,483	-64%	-$78.9M	0.61%	51
2019 Q2	$123M	Buy	2,151,800 +2,108,251	+4,841%	+$121M	1.26%	19
2019 Q1	$2.58M	Sell	43,549 -1,354,243	-97%	-$76.7M	0.02%	209
2018 Q4	$78.6M	Sell	1,397,792 -4,345,514	-76%	-$247M	0.7%	49
2018 Q3	$307M	Buy	5,743,306 +5,444,863	+1,824%	+$288M	2.09%	5
2018 Q2	$15M	Sell	298,443 -105,259	-26%	-$5.1M	0.11%	143
2018 Q1	$19.3M	Buy	403,702 +155,372	+63%	+$7.81M	0.15%	125
2017 Q4	$13.1M	Sell	248,330 -50	-0%	-$2.46K	0.12%	127
2017 Q3	$12.3M	Sell	248,380 -1,468	-0.6%	-$69.1K	0.13%	130
2017 Q2	$11.2M	Buy	249,848 +92,578	+59%	+$4.31M	0.14%	133
2017 Q1	$7.67M	Sell	157,270 -17,104	-10%	-$858K	0.11%	130
2016 Q4	$9.31M	Sell	174,374 -4,269	-2%	-$213K	0.16%	111
2016 Q3	$9.29M	Buy	178,643 +10,517	+6%	+$564K	0.16%	117
2016 Q2	$9.39M	Sell	168,126 -543,077	-76%	-$28.2M	0.18%	126
2016 Q1	$38.5M	Sell	711,203 -365,427	-34%	-$18.3M	0.79%	35
2015 Q4	$49.8M	Sell	1,076,630 -1,002,816	-48%	-$45.5M	1.33%	19
2015 Q3	$90.5M	Buy	2,079,446 +1,134,039	+120%	+$52.3M	2.55%	2
2015 Q2	$44.1M	Buy	945,407 +847,944	+870%	+$41.5M	1.28%	26
2015 Q1	$4.74M	Buy	97,463 +42,102	+76%	+$2.03M	0.15%	116
2014 Q4	$2.59M	Sell	55,361 -530,425	-91%	-$26M	0.09%	155
2014 Q3	$29.3M	Buy	585,786 +540,065	+1,181%	+$26.8M	1.44%	18
2014 Q2	$2.24M	Sell	45,721 -599,945	-93%	-$29.1M	0.13%	172
2014 Q1	$30.7M	Buy	645,666 +251,104	+64%	+$11.9M	2.08%	1
2013 Q4	$19.4M	Buy	394,562 +104,114	+36%	+$5.12M	1.63%	2
2013 Q3	$13.6M	Buy	290,448 +235,837	+432%	+$11.5M	1.29%	8
2013 Q2	$2.75M	Buy	+54,611	New	+$2.79M	0.33%	122

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jupiter Investment Management's VZ Position: Q2 2020 in Review

Jupiter Investment Management reduced its Verizon (VZ) stake by 26% in Q2 2020, selling an estimated $27.3M and leaving 1,385,107 shares worth $76.4M. The position accounts for 1.22% of the portfolio, ranked #17.

Jupiter Investment Management first reported a position in VZ in Q2 2013 and has held it in 29 quarters since. The position peaked at $307M in Q3 2018. 2,620 funds tracked by Wall St. Rank hold VZ as of Q2 2020.

Jupiter Investment Management held 1,385,107 shares of Verizon worth $76.4M as of Q2 2020.
Jupiter Investment Management sold 484,469 Verizon shares in Q2 2020, an estimated $27.3M.
Verizon made up 1.22% of Jupiter Investment Management's portfolio in Q2 2020, its #17 holding.
Jupiter Investment Management first reported a position in Verizon in Q2 2013 and has held it in 29 quarters since.
Jupiter Investment Management's Verizon position peaked at $307M in Q3 2018.
2,620 funds tracked by Wall St. Rank held Verizon as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.