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Lau Associates’s Verizon VZ Stock Holding History

Lau Associates’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
2019
Q4 		$289K Sell
4,712
-100
-2% -$6.03K 0.14% 80
2019
Q3 		$290K Sell
4,812
-1,300
-21% -$74.9K 0.15% 80
2019
Q2 		$349K Buy
6,112
+1,000
+20% +$57.6K 0.17% 73
2019
Q1 		$302K Sell
5,112
-61
-1% -$3.46K 0.16% 78
2018
Q4 		$291K Buy
+5,173
New +$294K 0.16% 79
2014
Q2 		– Sell
-10,925
Closed -$520K – 65
2014
Q1 		$520K Buy
10,925
+3,117
+40% +$147K 0.46% 42
2013
Q4 		$384K Hold
7,808
– – 0.34% 49
2013
Q3 		$364K Sell
7,808
-1,500
-16% -$73.2K 0.3% 47
2013
Q2 		$469K Buy
+9,308
New +$475K 0.4% 43

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lau Associates's VZ Position: Q4 2019 in Review

Lau Associates reduced its Verizon (VZ) stake by 2.1% in Q4 2019, selling an estimated $6.03K and leaving 4,712 shares worth $289K. The position accounts for 0.14% of the portfolio, ranked #80.

Lau Associates first reported a position in VZ in Q2 2013 and has held it in 9 quarters since. The position peaked at $520K in Q1 2014. 2,616 funds tracked by Wall St. Rank hold VZ as of Q4 2019.

  • Lau Associates held 4,712 shares of Verizon worth $289K as of Q4 2019.
  • Lau Associates sold 100 Verizon shares in Q4 2019, an estimated $6.03K.
  • Verizon made up 0.14% of Lau Associates's portfolio in Q4 2019, its #80 holding.
  • Lau Associates first reported a position in Verizon in Q2 2013 and has held it in 9 quarters since.
  • Lau Associates's Verizon position peaked at $520K in Q1 2014.
  • 2,616 funds tracked by Wall St. Rank held Verizon as of Q4 2019.

Based on Lau Associates's 13F filing for Q4 2019, filed 5 Feb 2020.