Mill Capital Management’s Verizon VZ Stock Holding History

Mill Capital 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 Q2	–	Sell	-5,743	Closed	-$223K	–	132
2023 Q1	$223K	Buy	+5,743	New	+$226K	0.02%	118
2022 Q3	–	Sell	-5,682	Closed	-$288K	–	135
2022 Q2	$288K	Buy	5,682 +139	+3%	+$7.03K	0.03%	109
2022 Q1	$282K	Hold	5,543	–	–	0.03%	114
2021 Q4	$288K	Buy	+5,543	New	+$289K	0.03%	104

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mill Capital Management's VZ Position: Q2 2023 in Review

Mill Capital Management sold out of Verizon (VZ) in Q2 2023, closing a stake of 5,743 shares — an estimated $223K sold.

Mill Capital Management first reported a position in VZ in Q4 2021 and held it in 4 quarters. The position peaked at $288K in Q2 2022. 2,763 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

Mill Capital Management reported no remaining Verizon position as of Q2 2023 after selling out during the quarter.
Mill Capital Management sold 5,743 Verizon shares in Q2 2023, an estimated $223K.
Mill Capital Management first reported a position in Verizon in Q4 2021 and held it in 4 quarters.
Mill Capital Management's Verizon position peaked at $288K in Q2 2022.
2,763 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on Mill Capital Management's 13F filing for Q2 2023, filed 20 Jul 2023.