Shaker Investments’s Verizon VZ Stock Holding History

Shaker 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
2023 Q1	–	Sell	-16,626	Closed	-$655K	–	91
2022 Q4	$655K	Buy	16,626 +248	+2%	+$9.34K	0.41%	61
2022 Q3	$622K	Buy	16,378 +35	+0.2%	+$1.56K	0.42%	61
2022 Q2	$829K	Buy	+16,343	New	+$827K	0.53%	56

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Shaker Investments's VZ Position: Q1 2023 in Review

Shaker Investments sold out of Verizon (VZ) in Q1 2023, closing a stake of 16,626 shares — an estimated $655K sold.

Shaker Investments first reported a position in VZ in Q2 2022 and held it in 3 quarters. The position peaked at $829K in Q2 2022. 2,829 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

Shaker Investments reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
Shaker Investments sold 16,626 Verizon shares in Q1 2023, an estimated $655K.
Shaker Investments first reported a position in Verizon in Q2 2022 and held it in 3 quarters.
Shaker Investments's Verizon position peaked at $829K in Q2 2022.
2,829 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on Shaker Investments's 13F filing for Q1 2023, filed 20 Apr 2023.