MAM
VZ icon

Montchanin Asset Management’s Verizon VZ Stock Holding History

Montchanin Asset 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
2022
Q4 		– Sell
-6,079
Closed -$231K – 50
2022
Q3 		$231K Hold
6,079
– – 0.33% 45
2022
Q2 		$309K Buy
+6,079
New +$308K 0.43% 38

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Montchanin Asset Management's VZ Position: Q4 2022 in Review

Montchanin Asset Management sold out of Verizon (VZ) in Q4 2022, closing a stake of 6,079 shares — an estimated $231K sold.

Montchanin Asset Management first reported a position in VZ in Q2 2022 and held it in 2 quarters. The position peaked at $309K in Q2 2022. 2,842 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

  • Montchanin Asset Management reported no remaining Verizon position as of Q4 2022 after selling out during the quarter.
  • Montchanin Asset Management sold 6,079 Verizon shares in Q4 2022, an estimated $231K.
  • Montchanin Asset Management first reported a position in Verizon in Q2 2022 and held it in 2 quarters.
  • Montchanin Asset Management's Verizon position peaked at $309K in Q2 2022.
  • 2,842 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Montchanin Asset Management's 13F filing for Q4 2022, filed 16 Feb 2023.