Sierra Capital’s Verizon VZ Stock Holding History

Sierra Capital’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	-6,135	Closed	-$242K	–	547
2022 Q4	$242K	Buy	6,135 +2,815	+85%	+$106K	0.04%	165
2022 Q3	$126K	Sell	3,320 -193	-5%	-$8.6K	0.02%	209
2022 Q2	$178K	Sell	3,513 -76	-2%	-$3.84K	0.03%	209
2022 Q1	$183K	Sell	3,589 -1,125	-24%	-$59.6K	0.03%	227
2021 Q4	$245K	Buy	4,714 +1,375	+41%	+$71.7K	0.04%	205
2021 Q3	$180K	Hold	3,339	–	–	0.03%	205
2021 Q2	$187K	Hold	3,339	–	–	0.03%	182
2021 Q1	$194K	Buy	+3,339	New	+$188K	0.04%	178

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

Sierra Capital's VZ Position: Q1 2023 in Review

Sierra Capital sold out of Verizon (VZ) in Q1 2023, closing a stake of 6,135 shares — an estimated $242K sold.

Sierra Capital first reported a position in VZ in Q1 2021 and held it in 8 quarters. The position peaked at $245K in Q4 2021. 2,828 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

Sierra Capital reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 6,135 Verizon shares in Q1 2023, an estimated $242K.
Sierra Capital first reported a position in Verizon in Q1 2021 and held it in 8 quarters.
Sierra Capital's Verizon position peaked at $245K in Q4 2021.
2,828 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.