McDaniel Terry & Co’s Verizon VZ Stock Holding History

McDaniel Terry & Co’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 Q4	–	Sell	-6,388	Closed	-$380K	–	87
2020 Q3	$380K	Sell	6,388 -394	-6%	-$22.9K	0.05%	61
2020 Q2	$374K	Sell	6,782 -73	-1%	-$4.11K	0.06%	57
2020 Q1	$368K	Sell	6,855 -94	-1%	-$5.38K	0.07%	49
2019 Q4	$427K	Buy	6,949 +899	+15%	+$54.2K	0.06%	54
2019 Q3	$365K	Buy	+6,050	New	+$348K	0.06%	57
2019 Q2	–	Sell	-4,935	Closed	-$292K	–	69
2019 Q1	$292K	Buy	4,935 +287	+6%	+$16.3K	0.05%	52
2018 Q4	$261K	Buy	4,648 +480	+12%	+$27.2K	0.05%	53
2018 Q3	$223K	Sell	4,168 -59	-1%	-$3.12K	0.04%	59
2018 Q2	$213K	Hold	4,227	–	–	0.04%	63
2018 Q1	$202K	Sell	4,227 -657	-13%	-$33K	0.04%	58
2017 Q4	$259K	Hold	4,884	–	–	0.05%	54
2017 Q3	$242K	Hold	4,884	–	–	0.05%	54
2017 Q2	$218K	Hold	4,884	–	–	0.04%	58
2017 Q1	$238K	Sell	4,884 -971	-17%	-$48.7K	0.05%	58
2016 Q4	$313K	Buy	5,855 +1,184	+25%	+$59.2K	0.07%	51
2016 Q3	$243K	Sell	4,671 -2,561	-35%	-$137K	0.05%	54
2016 Q2	$404K	Buy	+7,232	New	+$375K	0.09%	44

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

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

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

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

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

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

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

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

McDaniel Terry & Co's VZ Position: Q4 2020 in Review

McDaniel Terry & Co sold out of Verizon (VZ) in Q4 2020, closing a stake of 6,388 shares — an estimated $380K sold.

McDaniel Terry & Co first reported a position in VZ in Q2 2016 and held it in 17 quarters. The position peaked at $427K in Q4 2019. 2,835 funds tracked by Wall St. Rank hold VZ as of Q4 2020.

McDaniel Terry & Co reported no remaining Verizon position as of Q4 2020 after selling out during the quarter.
McDaniel Terry & Co sold 6,388 Verizon shares in Q4 2020, an estimated $380K.
McDaniel Terry & Co first reported a position in Verizon in Q2 2016 and held it in 17 quarters.
McDaniel Terry & Co's Verizon position peaked at $427K in Q4 2019.
2,835 funds tracked by Wall St. Rank held Verizon as of Q4 2020.

Based on McDaniel Terry & Co's 13F filing for Q4 2020, filed 12 Feb 2021.