PagnatoKarp Partners’s Verizon VZ Stock Holding History

PagnatoKarp Partners’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
2020 Q2	–	Sell	-28,164	Closed	-$1.51M	–	151
2020 Q1	$1.51M	Sell	28,164 -410	-1%	-$23.5K	0.38%	42
2019 Q4	$1.75M	Sell	28,574 -298	-1%	-$18K	0.3%	44
2019 Q3	$1.74M	Sell	28,872 -168	-0.6%	-$9.68K	0.35%	43
2019 Q2	$1.66M	Buy	29,040 +111	+0.4%	+$6.4K	0.35%	39
2019 Q1	$1.71M	Sell	28,929 -285	-1%	-$16.1K	0.38%	41
2018 Q4	$1.64M	Sell	29,214 -792	-3%	-$44.9K	0.35%	42
2018 Q3	$1.6M	Buy	30,006 +1,109	+4%	+$58.7K	0.47%	35
2018 Q2	$1.45M	Buy	28,897 +225	+0.8%	+$10.9K	0.46%	35
2018 Q1	$1.37M	Buy	28,672 +1,924	+7%	+$96.7K	0.58%	31
2017 Q4	$1.42M	Buy	26,748 +1,561	+6%	+$76.8K	0.44%	40
2017 Q3	$1.25M	Buy	25,187 +1,035	+4%	+$48.7K	0.4%	42
2017 Q2	$1.08M	Sell	24,152 -715	-3%	-$33.3K	0.33%	47
2017 Q1	$1.21M	Buy	24,867 +2,497	+11%	+$125K	0.35%	38
2016 Q4	$1.19M	Buy	+22,370	New	+$1.12M	0.36%	40

Other funds holding VZ

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Bank of America

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

Geode Capital Management

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return