Perpetual Investment Management’s Verizon VZ Stock Holding History

Perpetual Investment 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
2022 Q4	$3.7M	Buy	93,943 +40,554	+76%	+$1.53M	0.44%	52
2022 Q3	$2.03M	Buy	53,389 +90	+0.2%	+$4.01K	0.3%	63
2022 Q2	$2.71M	Buy	53,299 +3,666	+7%	+$185K	0.4%	58
2022 Q1	$2.53M	Hold	49,633	–	–	0.32%	83
2021 Q4	$2.58M	Buy	49,633 +11,185	+29%	+$584K	0.3%	96
2021 Q3	$2.08M	Hold	38,448	–	–	0.26%	103
2021 Q2	$2.15M	Buy	38,448 +10,716	+39%	+$615K	0.31%	95
2021 Q1	$1.61M	Hold	27,732	–	–	0.27%	73
2020 Q4	$1.61M	Buy	+27,732	New	+$1.65M	0.24%	95

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Perpetual Investment Management's VZ Position: Q4 2022 in Review

Perpetual Investment Management increased its Verizon (VZ) stake by 76% in Q4 2022, buying an estimated $1.53M and bringing the position to 93,943 shares worth $3.7M. The position accounts for 0.44% of the portfolio, ranked #52.

Perpetual Investment Management first reported a position in VZ in Q4 2020 and has held it in 9 quarters since. 2,842 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

Perpetual Investment Management held 93,943 shares of Verizon worth $3.7M as of Q4 2022.
Perpetual Investment Management bought 40,554 Verizon shares in Q4 2022, an estimated $1.53M.
Verizon made up 0.44% of Perpetual Investment Management's portfolio in Q4 2022, its #52 holding.
Perpetual Investment Management first reported a position in Verizon in Q4 2020 and has held it in 9 quarters since.
2,842 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.