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Mendel Money Management’s Verizon VZ Stock Holding History

Mendel Money 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
2024
Q4 		– Sell
-6,916
Closed -$311K – 140
2024
Q3 		$311K Sell
6,916
-2,165
-24% -$90.4K 0.13% 122
2024
Q2 		$375K Sell
9,081
-1,435
-14% -$57.8K 0.18% 105
2024
Q1 		$441K Sell
10,516
-305
-3% -$12.3K 0.2% 97
2023
Q4 		$408K Sell
10,821
-3,170
-23% -$112K 0.2% 101
2023
Q3 		$453K Sell
13,991
-821
-6% -$27.7K 0.24% 81
2023
Q2 		$551K Sell
14,812
-725
-5% -$26.8K 0.28% 69
2023
Q1 		$604K Sell
15,537
-3,160
-17% -$125K 0.33% 63
2022
Q4 		$737K Sell
18,697
-521
-3% -$19.6K 0.42% 53
2022
Q3 		$730K Buy
19,218
+3,576
+23% +$159K 0.46% 51
2022
Q2 		$794K Sell
15,642
-3,085
-16% -$156K 0.47% 45
2022
Q1 		$954K Buy
18,727
+11,727
+168% +$621K 0.47% 47
2021
Q4 		$364K Sell
7,000
-375
-5% -$19.6K 0.21% 58
2021
Q3 		$398K Buy
7,375
+90
+1% +$4.98K 0.25% 52
2021
Q2 		$408K Hold
7,285
– – 0.26% 51
2021
Q1 		$424K Sell
7,285
-450
-6% -$25.4K 0.28% 47
2020
Q4 		$454K Buy
7,735
+1,130
+17% +$67.1K 0.32% 44
2020
Q3 		$393K Buy
6,605
+140
+2% +$8.13K 0.31% 44
2020
Q2 		$356K Buy
+6,465
New +$364K 0.31% 43
2019
Q4 		$390K Hold
6,345
– – 0.34% 41
2019
Q3 		$383K Buy
6,345
+120
+2% +$6.91K 0.35% 41
2019
Q2 		$356K Buy
+6,225
New +$359K 0.34% 39
2018
Q3 		$252K Buy
+4,712
New +$249K 0.24% 43
2017
Q4 		$289K Buy
+5,469
New +$269K 0.28% 46
2015
Q2 		$264K Sell
5,669
-300
-5% -$14.7K 0.25% 48
2015
Q1 		$290K Buy
5,969
+67
+1% +$3.23K 0.27% 43
2014
Q4 		$276K Buy
5,902
+1,100
+23% +$53.8K 0.26% 45
2014
Q3 		$240K Buy
+4,802
New +$239K 0.23% 45

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Mendel Money Management's VZ Position: Q4 2024 in Review

Mendel Money Management sold out of Verizon (VZ) in Q4 2024, closing a stake of 6,916 shares — an estimated $311K sold.

Mendel Money Management first reported a position in VZ in Q3 2014 and held it in 27 quarters. The position peaked at $954K in Q1 2022. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • Mendel Money Management reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
  • Mendel Money Management sold 6,916 Verizon shares in Q4 2024, an estimated $311K.
  • Mendel Money Management first reported a position in Verizon in Q3 2014 and held it in 27 quarters.
  • Mendel Money Management's Verizon position peaked at $954K in Q1 2022.
  • 3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Mendel Money Management's 13F filing for Q4 2024, filed 12 Feb 2025.