Lehman Financial Resources’s Verizon VZ Stock Holding History

Lehman 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
2018 Q3	$609K	Buy	11,411 +2,901	+34%	+$154K	0.29%	49
2018 Q2	$428K	Buy	8,510 +1,301	+18%	+$63K	0.22%	52
2018 Q1	$344K	Buy	7,209 +632	+10%	+$31.8K	0.18%	57
2017 Q4	$348K	Buy	6,577 +1,103	+20%	+$54.2K	0.18%	55
2017 Q3	$270K	Buy	5,474 +99	+2%	+$4.66K	0.14%	58
2017 Q2	$238K	Buy	5,375 +900	+20%	+$41.9K	0.13%	54
2017 Q1	$218K	Sell	4,475 -1,492	-25%	-$74.9K	0.12%	56
2016 Q4	$318K	Buy	5,967 +1,712	+40%	+$85.6K	0.18%	47
2016 Q3	$221K	Hold	4,255	–	–	0.13%	51
2016 Q2	$237K	Sell	4,255 -1,106	-21%	-$57.4K	0.12%	52
2016 Q1	$289K	Buy	5,361 +800	+18%	+$40K	0.15%	51
2015 Q4	$210K	Buy	4,561 +632	+16%	+$28.7K	0.11%	57
2015 Q3	$170K	Sell	3,929 -500	-11%	-$23.1K	0.09%	60
2015 Q2	$206K	Buy	4,429 +1	+0%	+$49	0.1%	54
2015 Q1	$215K	Buy	4,428 +508	+13%	+$24.5K	0.1%	58
2014 Q4	$183K	Buy	3,920 +97	+3%	+$4.75K	0.09%	63
2014 Q3	$191K	Buy	3,823 +1	+0%	+$50	0.1%	61
2014 Q2	$187K	Buy	3,822 +1,000	+35%	+$48.4K	0.09%	62
2014 Q1	$134K	Buy	2,822 +1,157	+69%	+$54.7K	0.07%	73
2013 Q4	$82K	Buy	1,665 +101	+6%	+$4.97K	0.05%	90
2013 Q3	$73K	Buy	1,564 +350	+29%	+$17.1K	0.05%	89
2013 Q2	$61K	Buy	+1,214	New	+$62K	0.04%	90

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lehman Financial Resources's VZ Position: Q3 2018 in Review

Lehman Financial Resources increased its Verizon (VZ) stake by 34% in Q3 2018, buying an estimated $154K and bringing the position to 11,411 shares worth $609K. The position accounts for 0.29% of the portfolio, ranked #49.

Lehman Financial Resources first reported a position in VZ in Q2 2013 and has held it in 22 quarters since. 2,174 funds tracked by Wall St. Rank hold VZ as of Q3 2018.

Lehman Financial Resources held 11,411 shares of Verizon worth $609K as of Q3 2018.
Lehman Financial Resources bought 2,901 Verizon shares in Q3 2018, an estimated $154K.
Verizon made up 0.29% of Lehman Financial Resources's portfolio in Q3 2018, its #49 holding.
Lehman Financial Resources first reported a position in Verizon in Q2 2013 and has held it in 22 quarters since.
2,174 funds tracked by Wall St. Rank held Verizon as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.