Sather Financial Group’s Verizon VZ Stock Holding History

Sather Financial Group’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 Q4	–	Sell	-4,526	Closed	-$203K	–	97
2024 Q3	$203K	Buy	+4,526	New	+$189K	0.01%	93
2023 Q3	–	Sell	-11,795	Closed	-$439K	–	97
2023 Q2	$439K	Hold	11,795	–	–	0.04%	67
2023 Q1	$459K	Hold	11,795	–	–	0.04%	65
2022 Q4	$465K	Buy	+11,795	New	+$444K	0.04%	80
2022 Q2	–	Sell	-5,617	Closed	-$286K	–	98
2022 Q1	$286K	Buy	5,617 +1,569	+39%	+$83.1K	0.02%	77
2021 Q4	$210K	Hold	4,048	–	–	0.02%	81
2021 Q3	$219K	Sell	4,048 -1,600	-28%	-$88.5K	0.02%	83
2021 Q2	$316K	Buy	5,648 +1,600	+40%	+$91.8K	0.03%	43
2021 Q1	$235K	Hold	4,048	–	–	0.03%	44
2020 Q4	$237K	Buy	4,048 +48	+1%	+$2.85K	0.03%	40
2020 Q3	$237K	Hold	4,000	–	–	0.04%	39
2020 Q2	$220K	Sell	4,000 -1,000	-20%	-$56.3K	0.04%	39
2020 Q1	$268K	Sell	5,000 -314	-6%	-$18K	0.05%	51
2019 Q4	$326K	Buy	5,314 +314	+6%	+$18.9K	0.05%	62
2019 Q3	$301K	Hold	5,000	–	–	0.05%	45
2019 Q2	$285K	Hold	5,000	–	–	0.05%	47
2019 Q1	$295K	Sell	5,000 -288	-5%	-$16.3K	0.06%	48
2018 Q4	$297K	Buy	+5,288	New	+$300K	0.06%	51
2018 Q2	–	Sell	-6,856	Closed	-$328K	–	77
2018 Q1	$328K	Buy	+6,856	New	+$345K	0.08%	63

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sather Financial Group's VZ Position: Q4 2024 in Review

Sather Financial Group sold out of Verizon (VZ) in Q4 2024, closing a stake of 4,526 shares — an estimated $203K sold.

Sather Financial Group first reported a position in VZ in Q1 2018 and held it in 19 quarters. The position peaked at $465K in Q4 2022. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

Sather Financial Group reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
Sather Financial Group sold 4,526 Verizon shares in Q4 2024, an estimated $203K.
Sather Financial Group first reported a position in Verizon in Q1 2018 and held it in 19 quarters.
Sather Financial Group's Verizon position peaked at $465K in Q4 2022.
3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Sather Financial Group's 13F filing for Q4 2024, filed 29 Jan 2025.