Pagoda Asset Management’s Verizon VZ Stock Holding History

Pagoda 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 Q1	–	Sell	-424,745	Closed	-$22.5M	–	31
2017 Q4	$22.5M	Buy	+424,745	New	+$20.9M	7.5%	3

Other funds holding VZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Pagoda Asset Management's VZ Position: Q1 2018 in Review

Pagoda Asset Management sold out of Verizon (VZ) in Q1 2018, closing a stake of 424,745 shares — an estimated $22.5M sold.

Pagoda Asset Management first reported a position in VZ in Q4 2017 and held it in 1 quarter. The position peaked at $22.5M in Q4 2017. 2,123 funds tracked by Wall St. Rank hold VZ as of Q1 2018.

Pagoda Asset Management reported no remaining Verizon position as of Q1 2018 after selling out during the quarter.
Pagoda Asset Management sold 424,745 Verizon shares in Q1 2018, an estimated $22.5M.
Pagoda Asset Management first reported a position in Verizon in Q4 2017 and held it in 1 quarter.
Pagoda Asset Management's Verizon position peaked at $22.5M in Q4 2017.
2,123 funds tracked by Wall St. Rank held Verizon as of Q1 2018.

Based on Pagoda Asset Management's 13F filing for Q1 2018, filed 15 May 2018.