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Lawson Kroeker Investment Management’s Verizon VZ Stock Holding History

Lawson Kroeker Investment Management’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
2018
Q3 		– Sell
-105,940
Closed -$5.33M – 67
2018
Q2 		$5.33M Sell
105,940
-1,575
-1% -$76.2K 1.9% 20
2018
Q1 		$5.14M Buy
107,515
+405
+0.4% +$20.4K 1.68% 23
2017
Q4 		$5.67M Sell
107,110
-9,890
-8% -$486K 1.82% 23
2017
Q3 		$5.79M Sell
117,000
-11,025
-9% -$519K 1.82% 23
2017
Q2 		$5.72M Sell
128,025
-5,525
-4% -$257K 1.92% 21
2017
Q1 		$6.51M Sell
133,550
-1,625
-1% -$81.5K 2.2% 19
2016
Q4 		$7.22M Sell
135,175
-25,565
-16% -$1.28M 2.48% 16
2016
Q3 		$8.36M Sell
160,740
-1,150
-0.7% -$61.7K 2.7% 12
2016
Q2 		$9.04M Sell
161,890
-3,400
-2% -$176K 3% 11
2016
Q1 		$8.94M Sell
165,290
-55,110
-25% -$2.76M 3.07% 11
2015
Q4 		$10.2M Sell
220,400
-11,065
-5% -$502K 3.52% 9
2015
Q3 		$10.1M Sell
231,465
-1,440
-0.6% -$66.4K 3.38% 10
2015
Q2 		$10.9M Buy
232,905
+7,600
+3% +$372K 3.22% 10
2015
Q1 		$11M Buy
225,305
+10,075
+5% +$486K 3.19% 11
2014
Q4 		$10.1M Buy
215,230
+4,993
+2% +$244K 3.16% 10
2014
Q3 		$10.5M Buy
210,237
+525
+0.3% +$26.1K 3.14% 10
2014
Q2 		$10.3M Buy
209,712
+148,380
+242% +$7.19M 2.99% 11
2014
Q1 		$2.92M Buy
+61,332
New +$2.9M 0.91% 37

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lawson Kroeker Investment Management's VZ Position: Q3 2018 in Review

Lawson Kroeker Investment Management sold out of Verizon (VZ) in Q3 2018, closing a stake of 105,940 shares — an estimated $5.33M sold.

Lawson Kroeker Investment Management first reported a position in VZ in Q1 2014 and held it in 18 quarters. The position peaked at $11M in Q1 2015. 2,175 funds tracked by Wall St. Rank hold VZ as of Q3 2018.

  • Lawson Kroeker Investment Management reported no remaining Verizon position as of Q3 2018 after selling out during the quarter.
  • Lawson Kroeker Investment Management sold 105,940 Verizon shares in Q3 2018, an estimated $5.33M.
  • Lawson Kroeker Investment Management first reported a position in Verizon in Q1 2014 and held it in 18 quarters.
  • Lawson Kroeker Investment Management's Verizon position peaked at $11M in Q1 2015.
  • 2,175 funds tracked by Wall St. Rank held Verizon as of Q3 2018.

Based on Lawson Kroeker Investment Management's 13F filing for Q3 2018, filed 12 Oct 2018.