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Lourd Capital’s Verizon VZ Stock Holding History

Lourd Capital’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
2019
Q2 		$444K Buy
7,773
+1,055
+16% +$60.8K 0.04% 69
2019
Q1 		$397K Sell
6,718
-28,563
-81% -$1.62M 0.04% 74
2018
Q4 		$1.98M Buy
35,281
+773
+2% +$43.9K 0.15% 30
2018
Q3 		$1.84M Buy
34,508
+891
+3% +$47.2K 0.12% 34
2018
Q2 		$1.69M Sell
33,617
-5,064
-13% -$245K 0.24% 36
2018
Q1 		$1.85M Sell
38,681
-750
-2% -$37.7K 0.25% 34
2017
Q4 		$2.09M Buy
39,431
+28,884
+274% +$1.42M 0.14% 35
2017
Q3 		$522K Buy
10,547
+618
+6% +$29.1K 0.05% 59
2017
Q2 		$443K Buy
9,929
+2
+0% +$93 0.04% 70
2017
Q1 		$484K Sell
9,927
-326
-3% -$16.4K 0.05% 58
2016
Q4 		$547K Sell
10,253
-1,476
-13% -$73.8K 0.05% 47
2016
Q3 		$610K Buy
11,729
+42
+0.4% +$2.25K 0.07% 40
2016
Q2 		$653K Buy
11,687
+233
+2% +$12.1K 0.18% 43
2016
Q1 		$619K Buy
11,454
+1,318
+13% +$65.9K 0.07% 48
2015
Q4 		$468K Sell
10,136
-164
-2% -$7.45K 0.05% 64
2015
Q3 		$448K Buy
10,300
+419
+4% +$19.3K 0.05% 60
2015
Q2 		$461K Sell
9,881
-156
-2% -$7.64K 0.05% 68
2015
Q1 		$488K Buy
10,037
+738
+8% +$35.6K 0.05% 65
2014
Q4 		$435K Buy
+9,299
New +$455K 0.04% 66
2013
Q4 		– Sell
-8,050
Closed -$376K – 108
2013
Q3 		$376K Sell
8,050
-923
-10% -$45.1K 0.04% 66
2013
Q2 		$452K Buy
+8,973
New +$458K 0.05% 59

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lourd Capital's VZ Position: Q2 2019 in Review

Lourd Capital increased its Verizon (VZ) stake by 16% in Q2 2019, buying an estimated $60.8K and bringing the position to 7,773 shares worth $444K. The position accounts for 0.04% of the portfolio, ranked #69.

Lourd Capital first reported a position in VZ in Q2 2013 and has held it in 21 quarters since. The position peaked at $2.09M in Q4 2017. 2,373 funds tracked by Wall St. Rank hold VZ as of Q2 2019.

  • Lourd Capital held 7,773 shares of Verizon worth $444K as of Q2 2019.
  • Lourd Capital bought 1,055 Verizon shares in Q2 2019, an estimated $60.8K.
  • Verizon made up 0.04% of Lourd Capital's portfolio in Q2 2019, its #69 holding.
  • Lourd Capital first reported a position in Verizon in Q2 2013 and has held it in 21 quarters since.
  • Lourd Capital's Verizon position peaked at $2.09M in Q4 2017.
  • 2,373 funds tracked by Wall St. Rank held Verizon as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.