Psagot Value Holdings’s Verizon VZ Stock Holding History

Psagot Value Holdings’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	–	Sell	-4,850	Closed	-$184K	–	390
2022 Q3	$184K	Hold	4,850	–	–	0.05%	195
2022 Q2	$246K	Hold	4,850	–	–	0.06%	170
2022 Q1	$247K	Sell	4,850 -625	-11%	-$33.1K	0.05%	180
2021 Q4	$284K	Buy	+5,475	New	+$286K	0.05%	198
2020 Q4	–	Sell	-1,699	Closed	-$101K	–	429
2020 Q3	$101K	Sell	1,699 -303	-15%	-$17.6K	﹤0.01%	298
2020 Q2	$110K	Hold	2,002	–	–	﹤0.01%	273
2020 Q1	$108K	Sell	2,002 -598	-23%	-$34.2K	﹤0.01%	262
2019 Q4	$160K	Buy	+2,600	New	+$157K	0.01%	289
2019 Q1	–	Sell	-1,640	Closed	-$92K	–	473
2018 Q4	$92K	Sell	1,640 -1,860	-53%	-$106K	﹤0.01%	325
2018 Q3	$187K	Buy	3,500 +2,140	+157%	+$113K	0.01%	215
2018 Q2	$68K	Hold	1,360	–	–	﹤0.01%	267
2018 Q1	$65K	Buy	+1,360	New	+$68.3K	﹤0.01%	269
2017 Q1	–	Sell	-6,032	Closed	-$322K	–	385
2016 Q4	$322K	Buy	6,032 +32	+0.5%	+$1.6K	0.01%	192
2016 Q3	$312K	Buy	+6,000	New	+$322K	0.01%	192
2015 Q3	–	Sell	-2,572	Closed	-$120K	–	376
2015 Q2	$120K	Sell	2,572 -148	-5%	-$7.25K	﹤0.01%	292
2015 Q1	$132K	Sell	2,720 -2,016	-43%	-$97.3K	﹤0.01%	271
2014 Q4	$222K	Sell	4,736 -299	-6%	-$14.6K	0.01%	213
2014 Q3	$252K	Sell	5,035 -1	-0%	-$50	0.01%	199
2014 Q2	$247K	Hold	5,036	–	–	0.01%	210
2014 Q1	$239K	Buy	+5,036	New	+$238K	0.01%	244

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

Psagot Value Holdings's VZ Position: Q4 2022 in Review

Psagot Value Holdings sold out of Verizon (VZ) in Q4 2022, closing a stake of 4,850 shares — an estimated $184K sold.

Psagot Value Holdings first reported a position in VZ in Q1 2014 and held it in 20 quarters. The position peaked at $322K in Q4 2016. 2,843 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

Psagot Value Holdings reported no remaining Verizon position as of Q4 2022 after selling out during the quarter.
Psagot Value Holdings sold 4,850 Verizon shares in Q4 2022, an estimated $184K.
Psagot Value Holdings first reported a position in Verizon in Q1 2014 and held it in 20 quarters.
Psagot Value Holdings's Verizon position peaked at $322K in Q4 2016.
2,843 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Psagot Value Holdings's 13F filing for Q4 2022, filed 30 Jan 2023.