Lee Financial Group Hawaii’s Verizon VZ Stock Holding History

Lee Financial Group Hawaii’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 Q1	$785K	Buy	18,704 +3,187	+21%	+$129K	0.61%	17
2023 Q4	$585K	Buy	15,517 +2,104	+16%	+$74.4K	0.5%	19
2023 Q3	$435K	Buy	13,413 +20	+0.1%	+$676	0.4%	24
2023 Q2	$498K	Buy	13,393 +7,685	+135%	+$284K	0.46%	23
2023 Q1	$222K	Buy	+5,708	New	+$225K	0.23%	27

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lee Financial Group Hawaii's VZ Position: Q1 2024 in Review

Lee Financial Group Hawaii increased its Verizon (VZ) stake by 21% in Q1 2024, buying an estimated $129K and bringing the position to 18,704 shares worth $785K. The position accounts for 0.61% of the portfolio, ranked #17.

Lee Financial Group Hawaii first reported a position in VZ in Q1 2023 and has held it in 5 quarters since. 2,870 funds tracked by Wall St. Rank hold VZ as of Q1 2024.

Lee Financial Group Hawaii held 18,704 shares of Verizon worth $785K as of Q1 2024.
Lee Financial Group Hawaii bought 3,187 Verizon shares in Q1 2024, an estimated $129K.
Verizon made up 0.61% of Lee Financial Group Hawaii's portfolio in Q1 2024, its #17 holding.
Lee Financial Group Hawaii first reported a position in Verizon in Q1 2023 and has held it in 5 quarters since.
2,870 funds tracked by Wall St. Rank held Verizon as of Q1 2024.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2024, filed 24 Apr 2024.