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Lenox Wealth Management’s Verizon VZ Stock Holding History

Lenox Wealth 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
2020
Q2 		$53K Sell
972
-680
-41% -$38.3K 0.02% 247
2020
Q1 		$88K Sell
1,652
-331
-17% -$18.9K 0.03% 203
2019
Q4 		$122K Sell
1,983
-1
-0.1% -$60 0.03% 198
2019
Q3 		$119K Buy
1,984
+208
+12% +$12K 0.03% 189
2019
Q2 		$101K Sell
1,776
-438
-20% -$25.2K 0.03% 191
2019
Q1 		$131K Buy
2,214
+732
+49% +$41.5K 0.04% 155
2018
Q4 		$83K Buy
1,482
+698
+89% +$39.6K 0.03% 183
2018
Q3 		$42K Buy
784
+38
+5% +$2.01K 0.01% 247
2018
Q2 		$38K Sell
746
-310
-29% -$15K 0.01% 232
2018
Q1 		$50K Sell
1,056
-36
-3% -$1.81K 0.02% 213
2017
Q4 		$58K Buy
1,092
+435
+66% +$21.4K 0.02% 194
2017
Q3 		$32K Sell
657
-180
-22% -$8.47K 0.01% 273
2017
Q2 		$37K Sell
837
-506
-38% -$23.6K 0.02% 230
2017
Q1 		$65K Sell
1,343
-386
-22% -$19.4K 0.05% 80
2016
Q4 		$92K Buy
1,729
+486
+39% +$24.3K 0.07% 66
2016
Q3 		$65K Sell
1,243
-648
-34% -$34.8K 0.05% 89
2016
Q2 		$106K Sell
1,891
-180
-9% -$9.34K 0.08% 62
2016
Q1 		$112K Buy
2,071
+1,167
+129% +$58.4K 0.08% 58
2015
Q4 		$42K Sell
904
-386
-30% -$17.5K 0.03% 117
2015
Q3 		$56K Buy
1,290
+442
+52% +$20.4K 0.05% 74
2015
Q2 		$40K Buy
848
+11
+1% +$538 0.03% 81
2015
Q1 		$41K Sell
837
-157
-16% -$7.58K 0.03% 86
2014
Q4 		$48K Buy
994
+497
+100% +$24.3K 0.03% 84
2014
Q3 		$25K Sell
497
-9
-2% -$447 0.02% 102
2014
Q2 		$25K Buy
506
+70
+16% +$3.39K 0.02% 99
2014
Q1 		$21K Buy
436
+200
+85% +$9.46K 0.01% 116
2013
Q4 		$12K Buy
+236
New +$11.6K 0.01% 138

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 $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lenox Wealth Management's VZ Position: Q2 2020 in Review

Lenox Wealth Management reduced its Verizon (VZ) stake by 41% in Q2 2020, selling an estimated $38.3K and leaving 972 shares worth $53K. The position accounts for 0.02% of the portfolio, ranked #247.

Lenox Wealth Management first reported a position in VZ in Q4 2013 and has held it in 27 quarters since. The position peaked at $131K in Q1 2019. 2,621 funds tracked by Wall St. Rank hold VZ as of Q2 2020.

  • Lenox Wealth Management held 972 shares of Verizon worth $53K as of Q2 2020.
  • Lenox Wealth Management sold 680 Verizon shares in Q2 2020, an estimated $38.3K.
  • Verizon made up 0.02% of Lenox Wealth Management's portfolio in Q2 2020, its #247 holding.
  • Lenox Wealth Management first reported a position in Verizon in Q4 2013 and has held it in 27 quarters since.
  • Lenox Wealth Management's Verizon position peaked at $131K in Q1 2019.
  • 2,621 funds tracked by Wall St. Rank held Verizon as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.