MAFM
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Mid Atlantic Financial Management’s Verizon VZ Stock Holding History

Mid Atlantic 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
Q3 		$4.2M Sell
77,752
-2,705
-3% -$150K 0.28% 77
2021
Q2 		$4.51M Sell
80,457
-2,234
-3% -$128K 0.3% 70
2021
Q1 		$4.81M Sell
82,691
-4,146
-5% -$234K 0.35% 62
2020
Q4 		$5.1M Buy
86,837
+5,332
+7% +$317K 0.39% 54
2020
Q3 		$4.88M Buy
81,505
+4,102
+5% +$238K 0.43% 48
2020
Q2 		$4.27M Sell
77,403
-5,519
-7% -$310K 0.41% 48
2020
Q1 		$4.46M Buy
82,922
+6,804
+9% +$389K 0.51% 42
2019
Q4 		$4.67M Sell
76,118
-1,557
-2% -$93.9K 0.44% 43
2019
Q3 		$4.69M Sell
77,675
-7,276
-9% -$419K 0.5% 39
2019
Q2 		$4.85M Buy
84,951
+3,131
+4% +$180K 0.51% 38
2019
Q1 		$4.84M Buy
81,820
+1,013
+1% +$57.4K 0.53% 29
2018
Q4 		$4.54M Buy
+80,807
New +$4.59M 0.56% 32

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

Mid Atlantic Financial Management's VZ Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Verizon (VZ) stake by 3.4% in Q3 2021, selling an estimated $150K and leaving 77,752 shares worth $4.2M. The position accounts for 0.28% of the portfolio, ranked #77.

Mid Atlantic Financial Management first reported a position in VZ in Q4 2018 and has held it in 12 quarters since. The position peaked at $5.1M in Q4 2020. 2,784 funds tracked by Wall St. Rank hold VZ as of Q3 2021.

  • Mid Atlantic Financial Management held 77,752 shares of Verizon worth $4.2M as of Q3 2021.
  • Mid Atlantic Financial Management sold 2,705 Verizon shares in Q3 2021, an estimated $150K.
  • Verizon made up 0.28% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #77 holding.
  • Mid Atlantic Financial Management first reported a position in Verizon in Q4 2018 and has held it in 12 quarters since.
  • Mid Atlantic Financial Management's Verizon position peaked at $5.1M in Q4 2020.
  • 2,784 funds tracked by Wall St. Rank held Verizon as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.