LifePlan Financial Group’s Verizon VZ Stock Holding History

LifePlan Financial Group’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 Q3	$76K	Hold	1,280	–	–	0.03%	214
2020 Q2	$71K	Hold	1,280	–	–	0.03%	214
2020 Q1	$69K	Hold	1,280	–	–	0.04%	198
2019 Q4	$79K	Hold	1,280	–	–	0.04%	208
2019 Q3	$77K	Sell	1,280 -59	-4%	-$3.4K	0.04%	207
2019 Q2	$76K	Hold	1,339	–	–	0.04%	207
2019 Q1	$79K	Sell	1,339 -6	-0.4%	-$340	0.04%	204
2018 Q4	$76K	Hold	1,345	–	–	0.05%	199
2018 Q3	$72K	Hold	1,345	–	–	0.04%	216
2018 Q2	$68K	Hold	1,345	–	–	0.04%	216
2018 Q1	$64K	Buy	+1,345	New	+$67.6K	0.04%	202
2014 Q2	–	Sell	-1,273	Closed	-$61K	–	219
2014 Q1	$61K	Buy	1,273 +216	+20%	+$10.2K	0.05%	110
2013 Q4	$52K	Hold	1,057	–	–	0.04%	108
2013 Q3	$49K	Hold	1,057	–	–	0.04%	108
2013 Q2	$53K	Buy	+1,057	New	+$53.9K	0.06%	75

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

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LifePlan Financial Group's VZ Position: Q3 2020 in Review

LifePlan Financial Group held its Verizon (VZ) position steady in Q3 2020 at 1,280 shares worth $76K. The position accounts for 0.03% of the portfolio, ranked #214.

LifePlan Financial Group first reported a position in VZ in Q2 2013 and has held it in 15 quarters since. The position peaked at $79K in Q4 2019. 2,626 funds tracked by Wall St. Rank hold VZ as of Q3 2020.

LifePlan Financial Group held 1,280 shares of Verizon worth $76K as of Q3 2020.
LifePlan Financial Group left its Verizon share count unchanged in Q3 2020.
Verizon made up 0.03% of LifePlan Financial Group's portfolio in Q3 2020, its #214 holding.
LifePlan Financial Group first reported a position in Verizon in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's Verizon position peaked at $79K in Q4 2019.
2,626 funds tracked by Wall St. Rank held Verizon as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.