Kenfarb & Co’s Verizon VZ Stock Holding History

Kenfarb & Co’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	$734K	Buy	22,655 +8,135	+56%	+$275K	0.67%	42
2023 Q2	$540K	Hold	14,520	–	–	0.47%	61
2023 Q1	$565K	Buy	14,520 +8,220	+130%	+$324K	0.5%	57
2022 Q4	$248K	Hold	6,300	–	–	0.22%	94
2022 Q3	$239K	Hold	6,300	–	–	0.23%	88
2022 Q2	$321K	Hold	6,300	–	–	0.25%	87
2022 Q1	$321K	Hold	6,300	–	–	0.25%	87
2021 Q4	$327K	Buy	+6,300	New	+$329K	0.24%	87

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

Kenfarb & Co's VZ Position: Q3 2023 in Review

Kenfarb & Co increased its Verizon (VZ) stake by 56% in Q3 2023, buying an estimated $275K and bringing the position to 22,655 shares worth $734K. The position accounts for 0.67% of the portfolio, ranked #42.

Kenfarb & Co first reported a position in VZ in Q4 2021 and has held it in 8 quarters since. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

Kenfarb & Co held 22,655 shares of Verizon worth $734K as of Q3 2023.
Kenfarb & Co bought 8,135 Verizon shares in Q3 2023, an estimated $275K.
Verizon made up 0.67% of Kenfarb & Co's portfolio in Q3 2023, its #42 holding.
Kenfarb & Co first reported a position in Verizon in Q4 2021 and has held it in 8 quarters since.
2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.