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Kowal Investment Group’s Verizon VZ Stock Holding History

Kowal Investment Group’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
2024
Q3 		$826K Buy
18,401
+430
+2% +$17.9K 0.15% 88
2024
Q2 		$741K Sell
17,971
-2,287
-11% -$92.2K 0.15% 85
2024
Q1 		$850K Buy
20,258
+2,729
+16% +$110K 0.18% 74
2023
Q4 		$661K Sell
17,529
-751
-4% -$26.6K 0.15% 77
2023
Q3 		$592K Buy
18,280
+2,649
+17% +$89.5K 0.16% 74
2023
Q2 		$581K Buy
15,631
+109
+0.7% +$4.03K 0.16% 72
2023
Q1 		$604K Buy
15,522
+2,916
+23% +$115K 0.17% 68
2022
Q4 		$497K Sell
12,606
-1,062
-8% -$40K 0.15% 82
2022
Q3 		$519K Buy
13,668
+2,439
+22% +$109K 0.18% 68
2022
Q2 		$570K Buy
11,229
+2,104
+23% +$106K 0.19% 55
2022
Q1 		$465K Buy
9,125
+1,721
+23% +$91.2K 0.14% 61
2021
Q4 		$385K Buy
7,404
+2,037
+38% +$106K 0.11% 67
2021
Q3 		$290K Sell
5,367
-946
-15% -$52.3K 0.09% 75
2021
Q2 		$354K Sell
6,313
-223
-3% -$12.8K 0.13% 66
2021
Q1 		$380K Sell
6,536
-23
-0.4% -$1.3K 0.15% 56
2020
Q4 		$376K Buy
+6,559
New +$390K 0.17% 56

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Kowal Investment Group's VZ Position: Q3 2024 in Review

Kowal Investment Group increased its Verizon (VZ) stake by 2.4% in Q3 2024, buying an estimated $17.9K and bringing the position to 18,401 shares worth $826K. The position accounts for 0.15% of the portfolio, ranked #88.

Kowal Investment Group first reported a position in VZ in Q4 2020 and has held it in 16 quarters since. The position peaked at $850K in Q1 2024. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

  • Kowal Investment Group held 18,401 shares of Verizon worth $826K as of Q3 2024.
  • Kowal Investment Group bought 430 Verizon shares in Q3 2024, an estimated $17.9K.
  • Verizon made up 0.15% of Kowal Investment Group's portfolio in Q3 2024, its #88 holding.
  • Kowal Investment Group first reported a position in Verizon in Q4 2020 and has held it in 16 quarters since.
  • Kowal Investment Group's Verizon position peaked at $850K in Q1 2024.
  • 2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.