MFM
VZ icon

MD Financial Management’s Verizon VZ Stock Holding History

MD Financial 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
2021
Q4 		$5.32M Buy
102,369
+3,630
+4% +$189K 0.13% 61
2021
Q3 		$5.33M Buy
98,739
+6,673
+7% +$369K 0.14% 60
2021
Q2 		$5.16M Buy
92,066
+56,844
+161% +$3.26M 0.15% 58
2021
Q1 		$2.05M Buy
35,222
+34,911
+11,225% +$1.97M 0.06% 116
2020
Q4 		$18K Buy
+311
New +$18.5K ﹤0.01% 80

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

MD Financial Management's VZ Position: Q4 2021 in Review

MD Financial Management increased its Verizon (VZ) stake by 3.7% in Q4 2021, buying an estimated $189K and bringing the position to 102,369 shares worth $5.32M. The position accounts for 0.13% of the portfolio, ranked #61.

MD Financial Management first reported a position in VZ in Q4 2020 and has held it in 5 quarters since. The position peaked at $5.33M in Q3 2021. 3,013 funds tracked by Wall St. Rank hold VZ as of Q4 2021.

  • MD Financial Management held 102,369 shares of Verizon worth $5.32M as of Q4 2021.
  • MD Financial Management bought 3,630 Verizon shares in Q4 2021, an estimated $189K.
  • Verizon made up 0.13% of MD Financial Management's portfolio in Q4 2021, its #61 holding.
  • MD Financial Management first reported a position in Verizon in Q4 2020 and has held it in 5 quarters since.
  • MD Financial Management's Verizon position peaked at $5.33M in Q3 2021.
  • 3,013 funds tracked by Wall St. Rank held Verizon as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.