MCM
VZ icon

Morton Capital Management’s Verizon VZ Stock Holding History

Morton 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
2024
Q2 		– Sell
-6,011
Closed -$252K – 111
2024
Q1 		$252K Sell
6,011
-162
-3% -$6.53K 0.07% 87
2023
Q4 		$233K Sell
6,173
-694
-10% -$24.6K 0.07% 89
2023
Q3 		$223K Buy
+6,867
New +$232K 0.08% 83
2023
Q1 		– Sell
-5,111
Closed -$201K – 94
2022
Q4 		$201K Sell
5,111
-642
-11% -$24.2K 0.08% 81
2022
Q3 		$218K Sell
5,753
-571
-9% -$25.4K 0.1% 73
2022
Q2 		$321K Buy
6,324
+742
+13% +$37.5K 0.14% 63
2022
Q1 		$284K Buy
5,582
+14
+0.3% +$742 0.12% 66
2021
Q4 		$289K Buy
+5,568
New +$291K 0.12% 70

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

Morton Capital Management's VZ Position: Q2 2024 in Review

Morton Capital Management sold out of Verizon (VZ) in Q2 2024, closing a stake of 6,011 shares — an estimated $252K sold.

Morton Capital Management first reported a position in VZ in Q4 2021 and held it in 8 quarters. The position peaked at $321K in Q2 2022. 2,887 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

  • Morton Capital Management reported no remaining Verizon position as of Q2 2024 after selling out during the quarter.
  • Morton Capital Management sold 6,011 Verizon shares in Q2 2024, an estimated $252K.
  • Morton Capital Management first reported a position in Verizon in Q4 2021 and held it in 8 quarters.
  • Morton Capital Management's Verizon position peaked at $321K in Q2 2022.
  • 2,887 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on Morton Capital Management's 13F filing for Q2 2024, filed 12 Jul 2024.