Magnolia Capital Management’s Verizon VZ Stock Holding History

Magnolia Capital 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
2023 Q1	–	Sell	-2,537	Closed	-$100K	–	144
2022 Q4	$100K	Buy	2,537 +37	+1%	+$1.39K	0.1%	95
2022 Q3	$95K	Hold	2,500	–	–	0.1%	99
2022 Q2	$127K	Hold	2,500	–	–	0.12%	89
2022 Q1	$127K	Hold	2,500	–	–	0.11%	95
2021 Q4	$130K	Buy	+2,500	New	+$130K	0.1%	86
2020 Q1	–	Sell	-4,950	Closed	-$304K	–	55
2019 Q4	$304K	Buy	+4,950	New	+$299K	0.3%	49

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Magnolia Capital Management's VZ Position: Q1 2023 in Review

Magnolia Capital Management sold out of Verizon (VZ) in Q1 2023, closing a stake of 2,537 shares — an estimated $100K sold.

Magnolia Capital Management first reported a position in VZ in Q4 2019 and held it in 6 quarters. The position peaked at $304K in Q4 2019. 2,829 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

Magnolia Capital Management reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
Magnolia Capital Management sold 2,537 Verizon shares in Q1 2023, an estimated $100K.
Magnolia Capital Management first reported a position in Verizon in Q4 2019 and held it in 6 quarters.
Magnolia Capital Management's Verizon position peaked at $304K in Q4 2019.
2,829 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on Magnolia Capital Management's 13F filing for Q1 2023, filed 2 May 2023.