Paloma Partners’s Verizon VZ Stock Holding History

Paloma 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
2023 Q3	–	Sell	-49,900	Closed	-$1.86M	–	934
2023 Q2	$1.86M	Sell	49,900 -256,400	-84%	-$9.49M	0.07%	254
2023 Q1	$11.9M	Buy	306,300 +268,500	+710%	+$10.6M	0.42%	34
2022 Q4	$1.49M	Sell	37,800 -100,400	-73%	-$3.78M	0.07%	272
2022 Q3	$5.25M	Buy	+138,200	New	+$6.15M	0.24%	61
2020 Q1	–	Sell	-42,800	Closed	-$2.63M	–	2133
2019 Q4	$2.63M	Buy	42,800 +31,900	+293%	+$1.92M	0.04%	476
2019 Q3	$658K	Buy	+10,900	New	+$628K	0.01%	965
2019 Q2	–	Sell	-82,500	Closed	-$4.88M	–	2225
2019 Q1	$4.88M	Buy	82,500 +67,900	+465%	+$3.85M	0.12%	179
2018 Q4	$821K	Sell	14,600 -38,300	-72%	-$2.17M	0.03%	517
2018 Q3	$2.82M	Buy	52,900 +34,400	+186%	+$1.82M	0.05%	335
2018 Q2	$931K	Sell	18,500 -34,000	-65%	-$1.65M	0.02%	738
2018 Q1	$2.51M	Sell	52,500 -25,900	-33%	-$1.3M	0.04%	455
2017 Q4	$4.15M	Sell	78,400 -41,100	-34%	-$2.02M	0.06%	341
2017 Q3	$5.91M	Buy	+119,500	New	+$5.62M	0.08%	240
2017 Q2	–	Sell	-32,000	Closed	-$1.56M	–	2460
2017 Q1	$1.56M	Hold	32,000	–	–	0.02%	955
2016 Q4	$1.71M	Sell	32,000 -44,000	-58%	-$2.2M	0.02%	786
2016 Q3	$3.95M	Hold	76,000	–	–	0.05%	260
2016 Q2	$4.24M	Sell	76,000 -5,000	-6%	-$259K	0.05%	318
2016 Q1	$4.38M	Buy	81,000 +41,000	+103%	+$2.05M	0.07%	214
2015 Q4	$1.85M	Hold	40,000	–	–	0.05%	401
2015 Q3	$1.74M	Buy	+40,000	New	+$1.85M	0.04%	383

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Paloma Partners's VZ Position: Q4 2024 in Review

Paloma Partners sold out of Verizon (VZ) in Q4 2024, closing a stake of 61,702 shares — an estimated $2.77M sold.

Paloma Partners first reported a position in VZ in Q3 2013 and held it in 37 quarters. The position peaked at $32M in Q3 2018. 3,055 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

Paloma Partners reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 61,702 Verizon shares in Q4 2024, an estimated $2.77M.
Paloma Partners first reported a position in Verizon in Q3 2013 and held it in 37 quarters.
Paloma Partners's Verizon position peaked at $32M in Q3 2018.
3,055 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.