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Scharf Investments’s Verizon VZ Stock Holding History

Scharf Investments’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
2021
Q2 		– Sell
-4,509
Closed -$262K – 52
2021
Q1 		$262K Sell
4,509
-116,043
-96% -$6.55M 0.01% 50
2020
Q4 		$7.08M Sell
120,552
-1,571,256
-93% -$93.3M 0.27% 26
2020
Q3 		$101M Sell
1,691,808
-87,518
-5% -$5.08M 4.34% 13
2020
Q2 		$98.1M Sell
1,779,326
-26,378
-1% -$1.48M 4.39% 12
2020
Q1 		$97M Buy
+1,805,704
New +$103M 4.85% 9

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Scharf Investments's VZ Position: Q2 2021 in Review

Scharf Investments sold out of Verizon (VZ) in Q2 2021, closing a stake of 4,509 shares — an estimated $262K sold.

Scharf Investments first reported a position in VZ in Q1 2020 and held it in 5 quarters. The position peaked at $101M in Q3 2020. 2,816 funds tracked by Wall St. Rank hold VZ as of Q2 2021.

  • Scharf Investments reported no remaining Verizon position as of Q2 2021 after selling out during the quarter.
  • Scharf Investments sold 4,509 Verizon shares in Q2 2021, an estimated $262K.
  • Scharf Investments first reported a position in Verizon in Q1 2020 and held it in 5 quarters.
  • Scharf Investments's Verizon position peaked at $101M in Q3 2020.
  • 2,816 funds tracked by Wall St. Rank held Verizon as of Q2 2021.

Based on Scharf Investments's 13F filing for Q2 2021, filed 16 Jul 2021.