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Kiwi Wealth Investments Limited Partnership’s Verizon VZ Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-95,509
Closed -$3.55M – 190
2023
Q2 		$3.55M Buy
+95,509
New +$3.54M 0.22% 93
2021
Q2 		– Sell
-31,438
Closed -$1.83M – 282
2021
Q1 		$1.83M Sell
31,438
-93,180
-75% -$5.26M 0.11% 161
2020
Q4 		$7.32M Buy
124,618
+15,019
+14% +$892K 0.43% 64
2020
Q3 		$6.52M Sell
109,599
-124,614
-53% -$7.24M 0.46% 63
2020
Q2 		$12.9M Sell
234,213
-74,687
-24% -$4.2M 1.05% 29
2020
Q1 		$16.6M Buy
308,900
+23,272
+8% +$1.33M 1.67% 12
2019
Q4 		$17.5M Sell
285,628
-1,106
-0.4% -$66.7K 1.29% 16
2019
Q3 		$17.3M Sell
286,734
-73,809
-20% -$4.25M 1.39% 15
2019
Q2 		$20.6M Buy
360,543
+65,172
+22% +$3.76M 1.8% 12
2019
Q1 		$17.5M Buy
295,371
+41,190
+16% +$2.33M 1.59% 12
2018
Q4 		$14.3M Buy
254,181
+40,313
+19% +$2.29M 1.5% 15
2018
Q3 		$11.4M Buy
213,868
+63,026
+42% +$3.34M 1.07% 24
2018
Q2 		$7.59M Buy
+150,842
New +$7.3M 0.72% 42
2017
Q4 		– Sell
-83,146
Closed -$4.12M – 174
2017
Q3 		$4.12M Sell
83,146
-21,068
-20% -$991K 0.5% 58
2017
Q2 		$4.65M Sell
104,214
-86,621
-45% -$4.03M 0.43% 46
2017
Q1 		$9.3M Sell
190,835
-22,517
-11% -$1.13M 0.77% 25
2016
Q4 		$11.4M Sell
213,352
-93,543
-30% -$4.68M 0.97% 25
2016
Q3 		$16M Buy
306,895
+51,821
+20% +$2.78M 1.38% 13
2016
Q2 		$14.2M Sell
255,074
-105,223
-29% -$5.46M 1.39% 17
2016
Q1 		$19.5M Buy
360,297
+15,745
+5% +$787K 1.99% 7
2015
Q4 		$15.9M Sell
344,552
-192,322
-36% -$8.73M 1.78% 16
2015
Q3 		$23.4M Sell
536,874
-172,751
-24% -$7.97M 2.74% 6
2015
Q2 		$33.1M Buy
709,625
+27,316
+4% +$1.34M 3.53% 5
2015
Q1 		$33.2M Buy
682,309
+189,187
+38% +$9.13M 3.38% 6
2014
Q4 		$23.1M Buy
493,122
+58,401
+13% +$2.86M 2.3% 12
2014
Q3 		$21.7M Buy
+434,721
New +$21.6M 2.04% 14

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's VZ Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Verizon (VZ) in Q3 2023, closing a stake of 95,509 shares — an estimated $3.55M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in VZ in Q3 2014 and held it in 26 quarters. The position peaked at $33.2M in Q1 2015. 2,609 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 95,509 Verizon shares in Q3 2023, an estimated $3.55M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Verizon in Q3 2014 and held it in 26 quarters.
  • Kiwi Wealth Investments Limited Partnership's Verizon position peaked at $33.2M in Q1 2015.
  • 2,609 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.