McMorgan & Co’s Verizon VZ Stock Holding History

McMorgan & 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
2022 Q3	–	Sell	-25,572	Closed	-$1.3M	–	57
2022 Q2	$1.3M	Sell	25,572 -100	-0.4%	-$5.06K	0.29%	35
2022 Q1	$1.31M	Sell	25,672 -1,005	-4%	-$53.2K	0.28%	33
2021 Q4	$1.39M	Buy	26,677 +11,555	+76%	+$603K	0.24%	35
2021 Q3	$817K	Buy	+15,122	New	+$836K	0.16%	45

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

McMorgan & Co's VZ Position: Q3 2022 in Review

McMorgan & Co sold out of Verizon (VZ) in Q3 2022, closing a stake of 25,572 shares — an estimated $1.3M sold.

McMorgan & Co first reported a position in VZ in Q3 2021 and held it in 4 quarters. The position peaked at $1.39M in Q4 2021. 2,762 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

McMorgan & Co reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
McMorgan & Co sold 25,572 Verizon shares in Q3 2022, an estimated $1.3M.
McMorgan & Co first reported a position in Verizon in Q3 2021 and held it in 4 quarters.
McMorgan & Co's Verizon position peaked at $1.39M in Q4 2021.
2,762 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on McMorgan & Co's 13F filing for Q3 2022, filed 14 Nov 2022.