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Merrion Investment Management’s Verizon VZ Stock Holding History

Merrion Investment 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
2023
Q3 		– Sell
-6,075
Closed -$226K – 106
2023
Q2 		$226K Sell
6,075
-155
-2% -$5.74K 0.19% 87
2023
Q1 		$242K Sell
6,230
-30
-0.5% -$1.18K 0.23% 80
2022
Q4 		$247K Buy
6,260
+30
+0.5% +$1.13K 0.23% 74
2022
Q3 		$236K Sell
6,230
-1,345
-18% -$59.9K 0.23% 80
2022
Q2 		$384K Sell
7,575
-300
-4% -$15.2K 0.37% 58
2022
Q1 		$401K Buy
7,875
+100
+1% +$5.3K 0.29% 66
2021
Q4 		$403K Buy
7,775
+700
+10% +$36.5K 0.3% 66
2021
Q3 		$382K Hold
7,075
– – 0.29% 66
2021
Q2 		$396K Hold
7,075
– – 0.3% 64
2021
Q1 		$411K Hold
7,075
– – 0.34% 59
2020
Q4 		$416K Buy
+7,075
New +$420K 0.35% 54

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Merrion Investment Management's VZ Position: Q3 2023 in Review

Merrion Investment Management sold out of Verizon (VZ) in Q3 2023, closing a stake of 6,075 shares — an estimated $226K sold.

Merrion Investment Management first reported a position in VZ in Q4 2020 and held it in 11 quarters. The position peaked at $416K in Q4 2020. 2,608 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

  • Merrion Investment Management reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
  • Merrion Investment Management sold 6,075 Verizon shares in Q3 2023, an estimated $226K.
  • Merrion Investment Management first reported a position in Verizon in Q4 2020 and held it in 11 quarters.
  • Merrion Investment Management's Verizon position peaked at $416K in Q4 2020.
  • 2,608 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Merrion Investment Management's 13F filing for Q3 2023, filed 19 Oct 2023.