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Naples Money Management’s Verizon VZ Stock Holding History

Naples Money 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
Q3 		$363K Buy
8,078
+597
+8% +$24.9K 0.31% 40
2024
Q2 		$312K Buy
7,481
+81
+1% +$3.27K 0.27% 40
2024
Q1 		$311K Buy
7,400
+76
+1% +$3.07K 0.31% 40
2023
Q4 		$276K Buy
+7,324
New +$259K 0.26% 42

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Naples Money Management's VZ Position: Q3 2024 in Review

Naples Money Management increased its Verizon (VZ) stake by 8% in Q3 2024, buying an estimated $24.9K and bringing the position to 8,078 shares worth $363K. The position accounts for 0.31% of the portfolio, ranked #40.

Naples Money Management first reported a position in VZ in Q4 2023 and has held it in 4 quarters since. 2,908 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

  • Naples Money Management held 8,078 shares of Verizon worth $363K as of Q3 2024.
  • Naples Money Management bought 597 Verizon shares in Q3 2024, an estimated $24.9K.
  • Verizon made up 0.31% of Naples Money Management's portfolio in Q3 2024, its #40 holding.
  • Naples Money Management first reported a position in Verizon in Q4 2023 and has held it in 4 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.