Laffer Tengler Investments’s Verizon VZ Stock Holding History

Laffer Tengler Investments’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	–	Sell	-5,892	Closed	-$243K	–	342
2024 Q2	$243K	Buy	5,892 +449	+8%	+$18.1K	0.05%	158
2024 Q1	$228K	Buy	5,443 +1,802	+49%	+$72.7K	0.06%	139
2023 Q4	$137K	Hold	3,641	–	–	0.04%	167
2023 Q3	$118K	Hold	3,641	–	–	0.03%	172
2023 Q2	$135K	Hold	3,641	–	–	0.04%	227
2023 Q1	$142K	Hold	3,641	–	–	0.04%	230
2022 Q4	$143K	Sell	3,641 -2,144	-37%	-$80.8K	0.04%	222
2022 Q3	$220K	Hold	5,785	–	–	0.08%	170
2022 Q2	$294K	Buy	5,785 +1	+0%	+$51	0.1%	151
2022 Q1	$295K	Hold	5,784	–	–	0.09%	162
2021 Q4	$301K	Hold	5,784	–	–	0.09%	169
2021 Q3	$312K	Buy	+5,784	New	+$320K	0.09%	174
2021 Q2	–	Sell	-4,141	Closed	-$241K	–	401
2021 Q1	$241K	Buy	4,141 +500	+14%	+$28.2K	0.09%	139
2020 Q4	$212K	Hold	3,641	–	–	0.09%	145
2020 Q3	$217K	Buy	3,641 +2,396	+192%	+$139K	0.11%	129
2020 Q2	$68.6K	Buy	+1,245	New	+$70K	0.04%	184
2020 Q1	–	Sell	-5,804	Closed	-$356K	–	138
2019 Q4	$356K	Buy	5,804 +5,754	+11,508%	+$347K	0.24%	86
2019 Q3	$3.02K	Buy	+50	New	+$2.88K	﹤0.01%	119
2016 Q4	–	Sell	-80,656	Closed	-$4.19M	–	290
2016 Q3	$4.19M	Hold	80,656	–	–	1.17%	12
2016 Q2	$4.5M	Buy	+80,656	New	+$4.18M	1.28%	10
2014 Q4	–	Hold	0	–	–	–	212
2013 Q3	–	Sell	-59,496	Closed	-$3M	–	295
2013 Q2	$3M	Buy	+59,496	New	+$3.04M	0.59%	62

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

Norges Bank Oslo, Norway $935B AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Laffer Tengler Investments's VZ Position: Q3 2024 in Review

Laffer Tengler Investments sold out of Verizon (VZ) in Q3 2024, closing a stake of 5,892 shares — an estimated $243K sold.

Laffer Tengler Investments first reported a position in VZ in Q2 2013 and held it in 21 quarters. The position peaked at $4.5M in Q2 2016. 2,907 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

Laffer Tengler Investments reported no remaining Verizon position as of Q3 2024 after selling out during the quarter.
Laffer Tengler Investments sold 5,892 Verizon shares in Q3 2024, an estimated $243K.
Laffer Tengler Investments first reported a position in Verizon in Q2 2013 and held it in 21 quarters.
Laffer Tengler Investments's Verizon position peaked at $4.5M in Q2 2016.
2,907 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.