Shikiar Asset Management’s Verizon VZ Stock Holding History

Shikiar Asset Management’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 Q1	–	Sell	-4,800	Closed	-$249K	–	108
2021 Q4	$249K	Sell	4,800 -4,500	-48%	-$235K	0.06%	96
2021 Q3	$502K	Buy	9,300 +4,200	+82%	+$232K	0.14%	71
2021 Q2	$286K	Buy	5,100 +350	+7%	+$20.1K	0.08%	82
2021 Q1	$276K	Buy	4,750 +550	+13%	+$31K	0.09%	76
2020 Q4	$247K	Sell	4,200 -790	-16%	-$46.9K	0.09%	74
2020 Q3	$297K	Hold	4,990	–	–	0.11%	70
2020 Q2	$275K	Hold	4,990	–	–	0.13%	71
2020 Q1	$268K	Sell	4,990 -78	-2%	-$4.46K	0.18%	68
2019 Q4	$311K	Buy	5,068 +278	+6%	+$16.8K	0.1%	78
2019 Q3	$289K	Sell	4,790 -680	-12%	-$39.2K	0.11%	78
2019 Q2	$313K	Buy	5,470 +400	+8%	+$23K	0.12%	74
2019 Q1	$300K	Hold	5,070	–	–	0.13%	72
2018 Q4	$285K	Hold	5,070	–	–	0.15%	66
2018 Q3	$271K	Hold	5,070	–	–	0.11%	70
2018 Q2	$255K	Hold	5,070	–	–	0.11%	72
2018 Q1	$242K	Sell	5,070 -2,761	-35%	-$139K	0.11%	76
2017 Q4	$414K	Buy	7,831 +70	+0.9%	+$3.44K	0.19%	66
2017 Q3	$384K	Sell	7,761 -120	-2%	-$5.65K	0.17%	69
2017 Q2	$352K	Hold	7,881	–	–	0.15%	76
2017 Q1	$384K	Sell	7,881 -200	-2%	-$10K	0.17%	75
2016 Q4	$431K	Sell	8,081 -300	-4%	-$15K	0.19%	68
2016 Q3	$436K	Buy	+8,381	New	+$450K	0.19%	77
2013 Q3	–	Sell	-7,400	Closed	-$373K	–	100
2013 Q2	$373K	Buy	+7,400	New	+$378K	0.19%	74

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Shikiar Asset Management's VZ Position: Q1 2022 in Review

Shikiar Asset Management sold out of Verizon (VZ) in Q1 2022, closing a stake of 4,800 shares — an estimated $249K sold.

Shikiar Asset Management first reported a position in VZ in Q2 2013 and held it in 23 quarters. The position peaked at $502K in Q3 2021. 3,019 funds tracked by Wall St. Rank hold VZ as of Q1 2022.

Shikiar Asset Management reported no remaining Verizon position as of Q1 2022 after selling out during the quarter.
Shikiar Asset Management sold 4,800 Verizon shares in Q1 2022, an estimated $249K.
Shikiar Asset Management first reported a position in Verizon in Q2 2013 and held it in 23 quarters.
Shikiar Asset Management's Verizon position peaked at $502K in Q3 2021.
3,019 funds tracked by Wall St. Rank held Verizon as of Q1 2022.

Based on Shikiar Asset Management's 13F filing for Q1 2022, filed 13 Apr 2022.