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Lehman & Derafelo Financial Resources’s Verizon VZ Stock Holding History

Lehman & Derafelo Financial Resources’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
2022
Q4 		$358K Sell
9,076
-520
-5% -$19.6K 0.11% 76
2022
Q3 		$364K Buy
9,596
+1,082
+13% +$48.2K 0.11% 66
2022
Q2 		$432K Sell
8,514
-462
-5% -$23.4K 0.13% 64
2022
Q1 		$457K Sell
8,976
-1,301
-13% -$68.9K 0.13% 64
2021
Q4 		$534K Sell
10,277
-641
-6% -$33.4K 0.16% 59
2021
Q3 		$590K Sell
10,918
-3,112
-22% -$172K 0.19% 55
2021
Q2 		$786K Buy
14,030
+126
+0.9% +$7.23K 0.21% 54
2021
Q1 		$809K Sell
13,904
-952
-6% -$53.7K 0.23% 53
2020
Q4 		$873K Hold
14,856
– – 0.26% 55
2020
Q3 		$884K Buy
14,856
+52
+0.4% +$3.02K 0.28% 57
2020
Q2 		$816K Sell
14,804
-2,655
-15% -$149K 0.28% 62
2020
Q1 		$938K Buy
17,459
+291
+2% +$16.6K 0.39% 43
2019
Q4 		$1.05M Buy
17,168
+424
+3% +$25.6K 0.38% 45
2019
Q3 		$1.01M Buy
16,744
+1,000
+6% +$57.6K 0.39% 45
2019
Q2 		$918K Buy
15,744
+701
+5% +$40.4K 0.37% 43
2019
Q1 		$889K Buy
15,043
+3,631
+32% +$206K 0.38% 41
2018
Q4 		$642K Buy
+11,412
New +$648K 0.32% 42

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lehman & Derafelo Financial Resources's VZ Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources reduced its Verizon (VZ) stake by 5.4% in Q4 2022, selling an estimated $19.6K and leaving 9,076 shares worth $358K. The position accounts for 0.11% of the portfolio, ranked #76.

Lehman & Derafelo Financial Resources first reported a position in VZ in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.05M in Q4 2019. 2,840 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 9,076 shares of Verizon worth $358K as of Q4 2022.
  • Lehman & Derafelo Financial Resources sold 520 Verizon shares in Q4 2022, an estimated $19.6K.
  • Verizon made up 0.11% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #76 holding.
  • Lehman & Derafelo Financial Resources first reported a position in Verizon in Q4 2018 and has held it in 17 quarters since.
  • Lehman & Derafelo Financial Resources's Verizon position peaked at $1.05M in Q4 2019.
  • 2,840 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.