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Needelman Asset Management’s Verizon VZ Stock Holding History

Needelman 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
2018
Q3 		– Sell
-17,364
Closed -$874K – 32
2018
Q2 		$874K Buy
17,364
+200
+1% +$9.68K 1.9% 31
2018
Q1 		$821K Buy
17,164
+225
+1% +$11.3K 1.77% 32
2017
Q4 		$897K Buy
16,939
+940
+6% +$46.2K 2.24% 28
2017
Q3 		$792K Buy
15,999
+25
+0.2% +$1.18K 1.95% 33
2017
Q2 		$713K Buy
15,974
+31
+0.2% +$1.44K 1.84% 35
2017
Q1 		$777K Sell
15,943
-59
-0.4% -$2.96K 2.08% 30
2016
Q4 		$854K Buy
16,002
+11
+0.1% +$550 2.37% 26
2016
Q3 		$831K Sell
15,991
-116
-0.7% -$6.23K 2.5% 22
2016
Q2 		$899K Sell
16,107
-45
-0.3% -$2.33K 2.57% 20
2016
Q1 		$874K Buy
16,152
+710
+5% +$35.5K 2.56% 22
2015
Q4 		$714K Sell
15,442
-50
-0.3% -$2.27K 2.17% 30
2015
Q3 		$674K Buy
15,492
+2,250
+17% +$104K 2.21% 26
2015
Q2 		$617K Sell
13,242
-203
-2% -$9.94K 1.95% 31
2015
Q1 		$654K Sell
13,445
-75
-0.6% -$3.62K 1.98% 29
2014
Q4 		$632K Hold
13,520
– – 1.94% 30
2014
Q3 		$676K Sell
13,520
-200
-1% -$9.94K 2.17% 29
2014
Q2 		$671K Hold
13,720
– – 2.12% 29
2014
Q1 		$653K Sell
13,720
-262
-2% -$12.4K 2.12% 30
2013
Q4 		$687K Hold
13,982
– – 2.27% 27
2013
Q3 		$653K Hold
13,982
– – 2.34% 27
2013
Q2 		$704K Buy
+13,982
New +$714K 2.57% 22

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Needelman Asset Management's VZ Position: Q3 2018 in Review

Needelman Asset Management sold out of Verizon (VZ) in Q3 2018, closing a stake of 17,364 shares — an estimated $874K sold.

Needelman Asset Management first reported a position in VZ in Q2 2013 and held it in 21 quarters. The position peaked at $899K in Q2 2016. 2,175 funds tracked by Wall St. Rank hold VZ as of Q3 2018.

  • Needelman Asset Management reported no remaining Verizon position as of Q3 2018 after selling out during the quarter.
  • Needelman Asset Management sold 17,364 Verizon shares in Q3 2018, an estimated $874K.
  • Needelman Asset Management first reported a position in Verizon in Q2 2013 and held it in 21 quarters.
  • Needelman Asset Management's Verizon position peaked at $899K in Q2 2016.
  • 2,175 funds tracked by Wall St. Rank held Verizon as of Q3 2018.

Based on Needelman Asset Management's 13F filing for Q3 2018.