Karpas Strategies’s Verizon VZ Stock Holding History

Karpas Strategies’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	–	Sell	-8,740	Closed	-$325K	–	117
2023 Q2	$325K	Sell	8,740 -9	-0.1%	-$333	0.11%	98
2023 Q1	$340K	Buy	8,749 +42	+0.5%	+$1.66K	0.12%	95
2022 Q4	$343K	Buy	8,707 +46	+0.5%	+$1.73K	0.12%	94
2022 Q3	$329K	Sell	8,661 -119	-1%	-$5.3K	0.12%	92
2022 Q2	$446K	Sell	8,780 -269	-3%	-$13.6K	0.16%	85
2022 Q1	$461K	Buy	9,049 +674	+8%	+$35.7K	0.15%	90
2021 Q4	$435K	Buy	8,375 +887	+12%	+$46.3K	0.14%	88
2021 Q3	$394K	Hold	7,488	–	–	0.13%	88
2021 Q2	$420K	Hold	7,488	–	–	0.15%	83
2021 Q1	$435K	Buy	7,488 +17	+0.2%	+$959	0.16%	79
2020 Q4	$439K	Buy	7,471 +255	+4%	+$15.1K	0.17%	84
2020 Q3	$429K	Hold	7,216	–	–	0.2%	80
2020 Q2	$398K	Hold	7,216	–	–	0.19%	80
2020 Q1	$388K	Hold	7,216	–	–	0.21%	74
2019 Q4	$443K	Hold	7,216	–	–	0.17%	83
2019 Q3	$436K	Hold	7,216	–	–	0.18%	82
2019 Q2	$412K	Hold	7,216	–	–	0.17%	82
2019 Q1	$427K	Buy	7,216 +155	+2%	+$8.78K	0.18%	81
2018 Q4	$397K	Hold	7,061	–	–	0.19%	80
2018 Q3	$377K	Hold	7,061	–	–	0.16%	91
2018 Q2	$355K	Sell	7,061 -800	-10%	-$38.7K	0.15%	90
2018 Q1	$376K	Hold	7,861	–	–	0.16%	87
2017 Q4	$416K	Hold	7,861	–	–	0.18%	82
2017 Q3	$389K	Hold	7,861	–	–	0.17%	86
2017 Q2	$351K	Hold	7,861	–	–	0.16%	87
2017 Q1	$383K	Buy	7,861 +800	+11%	+$40.1K	0.18%	87
2016 Q4	$377K	Sell	7,061 -161	-2%	-$8.05K	0.18%	89
2016 Q3	$375K	Hold	7,222	–	–	0.18%	86
2016 Q2	$403K	Hold	7,222	–	–	0.2%	78
2016 Q1	$391K	Hold	7,222	–	–	0.2%	80
2015 Q4	$334K	Hold	7,222	–	–	0.18%	86
2015 Q3	$314K	Hold	7,222	–	–	0.17%	89
2015 Q2	$337K	Hold	7,222	–	–	0.17%	91
2015 Q1	$351K	Hold	7,222	–	–	0.17%	90
2014 Q4	$338K	Hold	7,222	–	–	0.16%	91
2014 Q3	$361K	Hold	7,222	–	–	0.18%	90
2014 Q2	$353K	Hold	7,222	–	–	0.18%	90
2014 Q1	$344K	Buy	7,222 +516	+8%	+$24.4K	0.18%	88
2013 Q4	$330K	Hold	6,706	–	–	0.18%	86
2013 Q3	$313K	Hold	6,706	–	–	0.18%	86
2013 Q2	$338K	Buy	+6,706	New	+$342K	0.21%	82

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

Karpas Strategies's VZ Position: Q3 2023 in Review

Karpas Strategies sold out of Verizon (VZ) in Q3 2023, closing a stake of 8,740 shares — an estimated $325K sold.

Karpas Strategies first reported a position in VZ in Q2 2013 and held it in 41 quarters. The position peaked at $461K in Q1 2022. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

Karpas Strategies reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
Karpas Strategies sold 8,740 Verizon shares in Q3 2023, an estimated $325K.
Karpas Strategies first reported a position in Verizon in Q2 2013 and held it in 41 quarters.
Karpas Strategies's Verizon position peaked at $461K in Q1 2022.
2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Karpas Strategies's 13F filing for Q3 2023, filed 9 Nov 2023.