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Saddle Road Partners’s Verizon VZ Stock Holding History

Saddle Road 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
2016
Q4 		$791K Sell
12,657
-21,358
-63% -$1.07M 0.4% 60
2016
Q3 		$1.77M Hold
34,015
– – 1% 26
2016
Q2 		$1.9M Hold
34,015
– – 1.14% 25
2016
Q1 		$1.84M Buy
34,015
+2,277
+7% +$114K 1.17% 27
2015
Q4 		$1.47M Buy
+31,738
New +$1.44M 1.01% 31

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Saddle Road Partners's VZ Position: Q4 2016 in Review

Saddle Road Partners reduced its Verizon (VZ) stake by 63% in Q4 2016, selling an estimated $1.07M and leaving 12,657 shares worth $791K. The position accounts for 0.4% of the portfolio, ranked #60.

Saddle Road Partners first reported a position in VZ in Q4 2015 and has held it in 5 quarters since. The position peaked at $1.9M in Q2 2016. 1,992 funds tracked by Wall St. Rank hold VZ as of Q4 2016.

  • Saddle Road Partners held 12,657 shares of Verizon worth $791K as of Q4 2016.
  • Saddle Road Partners sold 21,358 Verizon shares in Q4 2016, an estimated $1.07M.
  • Verizon made up 0.4% of Saddle Road Partners's portfolio in Q4 2016, its #60 holding.
  • Saddle Road Partners first reported a position in Verizon in Q4 2015 and has held it in 5 quarters since.
  • Saddle Road Partners's Verizon position peaked at $1.9M in Q2 2016.
  • 1,992 funds tracked by Wall St. Rank held Verizon as of Q4 2016.

Based on Saddle Road Partners's 13F filing for Q4 2016, filed 6 Jan 2017.