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Poehling Capital Management’s Verizon VZ Stock Holding History

Poehling Capital 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
2024
Q3 		– Sell
-18,403
Closed -$759K – 138
2024
Q2 		$759K Sell
18,403
-2,274
-11% -$91.7K 0.21% 77
2024
Q1 		$868K Buy
20,677
+105
+0.5% +$4.24K 0.23% 77
2023
Q4 		$776K Sell
20,572
-791
-4% -$28K 0.25% 75
2023
Q3 		$692K Sell
21,363
-7,325
-26% -$248K 0.24% 76
2023
Q2 		$1.07M Sell
28,688
-1,753
-6% -$64.9K 0.36% 65
2023
Q1 		$1.18M Buy
+30,441
New +$1.2M 0.4% 67
2021
Q3 		– Sell
-4,083
Closed -$229K – 146
2021
Q2 		$229K Hold
4,083
– – 0.07% 135
2021
Q1 		$237K Buy
4,083
+200
+5% +$11.3K 0.08% 134
2020
Q4 		$228K Hold
3,883
– – 0.09% 118
2020
Q3 		$231K Sell
3,883
-1,628
-30% -$94.6K 0.12% 104
2020
Q2 		$304K Hold
5,511
– – 0.16% 90
2020
Q1 		$296K Sell
5,511
-694
-11% -$39.7K 0.22% 71
2019
Q4 		$381K Buy
6,205
+130
+2% +$7.84K 0.25% 77
2019
Q3 		$367K Hold
6,075
– – 0.27% 73
2019
Q2 		$347K Buy
6,075
+78
+1% +$4.49K 0.23% 81
2019
Q1 		$355K Buy
5,997
+20
+0.3% +$1.13K 0.26% 81
2018
Q4 		$336K Sell
5,977
-200
-3% -$11.3K 0.32% 73
2018
Q3 		$330K Buy
6,177
+1,622
+36% +$85.9K 0.23% 85
2018
Q2 		$229K Sell
4,555
-1,767
-28% -$85.5K 0.2% 86
2018
Q1 		$302K Buy
6,322
+200
+3% +$10.1K 0.24% 82
2017
Q4 		$324K Buy
+6,122
New +$301K 0.28% 78

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Poehling Capital Management's VZ Position: Q3 2024 in Review

Poehling Capital Management sold out of Verizon (VZ) in Q3 2024, closing a stake of 18,403 shares — an estimated $759K sold.

Poehling Capital Management first reported a position in VZ in Q4 2017 and held it in 21 quarters. The position peaked at $1.18M in Q1 2023. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

  • Poehling Capital Management reported no remaining Verizon position as of Q3 2024 after selling out during the quarter.
  • Poehling Capital Management sold 18,403 Verizon shares in Q3 2024, an estimated $759K.
  • Poehling Capital Management first reported a position in Verizon in Q4 2017 and held it in 21 quarters.
  • Poehling Capital Management's Verizon position peaked at $1.18M in Q1 2023.
  • 2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on Poehling Capital Management's 13F filing for Q3 2024, filed 13 Nov 2024.