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Mercer Capital Advisers’s Verizon VZ Stock Holding History

Mercer Capital Advisers’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
Q3 		$2.63M Sell
48,664
-875
-2% -$48.4K 1.41% 18
2021
Q2 		$2.78M Buy
49,539
+8,225
+20% +$472K 1.39% 18
2021
Q1 		$2.4M Buy
41,314
+28,667
+227% +$1.62M 1.29% 19
2020
Q4 		$743K Hold
12,647
– – 0.41% 42
2020
Q3 		$752K Hold
12,647
– – 0.46% 39
2020
Q2 		$697K Hold
12,647
– – 0.44% 41
2020
Q1 		$680K Hold
12,647
– – 0.5% 36
2019
Q4 		$777K Sell
12,647
-45
-0.4% -$2.71K 0.47% 43
2019
Q3 		$766K Hold
12,692
– – 0.49% 41
2019
Q2 		$725K Hold
12,692
– – 0.47% 42
2019
Q1 		$750K Sell
12,692
-600
-5% -$34K 0.5% 40
2018
Q4 		$747K Hold
13,292
– – 0.55% 38
2018
Q3 		$710K Buy
13,292
+312
+2% +$16.5K 0.47% 42
2018
Q2 		$653K Buy
12,980
+500
+4% +$24.2K 0.47% 43
2018
Q1 		$597K Buy
12,480
+600
+5% +$30.2K 0.44% 47
2017
Q4 		$629K Buy
11,880
+23
+0.2% +$1.13K 0.46% 45
2017
Q3 		$589K Buy
11,857
+22
+0.2% +$1.03K 0.44% 47
2017
Q2 		$529K Buy
11,835
+22
+0.2% +$1.02K 0.4% 51
2017
Q1 		$576K Buy
11,813
+21
+0.2% +$1.05K 0.44% 45
2016
Q4 		$629K Buy
11,792
+21
+0.2% +$1.05K 0.5% 43
2016
Q3 		$612K Buy
11,771
+18
+0.2% +$966 0.49% 43
2016
Q2 		$656K Buy
11,753
+2,029
+21% +$105K 0.54% 37
2016
Q1 		$526K Buy
9,724
+20
+0.2% +$1K 0.45% 41
2015
Q4 		$448K Buy
9,704
+196
+2% +$8.9K 0.39% 50
2015
Q3 		$414K Sell
9,508
-81
-0.8% -$3.74K 0.38% 53
2015
Q2 		$447K Buy
9,589
+18
+0.2% +$881 0.4% 47
2015
Q1 		$465K Buy
9,571
+20
+0.2% +$965 0.42% 44
2014
Q4 		$447K Buy
+9,551
New +$467K 0.39% 46

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Capital Advisers's VZ Position: Q3 2021 in Review

Mercer Capital Advisers reduced its Verizon (VZ) stake by 1.8% in Q3 2021, selling an estimated $48.4K and leaving 48,664 shares worth $2.63M. The position accounts for 1.41% of the portfolio, ranked #18.

Mercer Capital Advisers first reported a position in VZ in Q4 2014 and has held it in 28 quarters since. The position peaked at $2.78M in Q2 2021. 2,784 funds tracked by Wall St. Rank hold VZ as of Q3 2021.

  • Mercer Capital Advisers held 48,664 shares of Verizon worth $2.63M as of Q3 2021.
  • Mercer Capital Advisers sold 875 Verizon shares in Q3 2021, an estimated $48.4K.
  • Verizon made up 1.41% of Mercer Capital Advisers's portfolio in Q3 2021, its #18 holding.
  • Mercer Capital Advisers first reported a position in Verizon in Q4 2014 and has held it in 28 quarters since.
  • Mercer Capital Advisers's Verizon position peaked at $2.78M in Q2 2021.
  • 2,784 funds tracked by Wall St. Rank held Verizon as of Q3 2021.

Based on Mercer Capital Advisers's 13F filing for Q3 2021, filed 27 Oct 2021.