Sigma Investment Counselors’s Verizon VZ Stock Holding History

Sigma Investment Counselors’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	-5,286	Closed	-$208K	–	193
2022 Q4	$208K	Sell	5,286 -2,236	-30%	-$84.2K	0.02%	181
2022 Q3	$286K	Buy	7,522 +1,137	+18%	+$50.6K	0.02%	148
2022 Q2	$324K	Buy	6,385 +2,313	+57%	+$117K	0.03%	144
2022 Q1	$207K	Sell	4,072 -580	-12%	-$30.7K	0.01%	188
2021 Q4	$242K	Buy	4,652 +136	+3%	+$7.1K	0.02%	174
2021 Q3	$244K	Sell	4,516 -1,134	-20%	-$62.7K	0.02%	170
2021 Q2	$317K	Buy	5,650 +194	+4%	+$11.1K	0.02%	148
2021 Q1	$317K	Sell	5,456 -249	-4%	-$14.1K	0.03%	146
2020 Q4	$335K	Buy	+5,705	New	+$339K	0.03%	141
2020 Q3	–	Sell	-3,662	Closed	-$202K	–	158
2020 Q2	$202K	Buy	+3,662	New	+$206K	0.02%	149
2019 Q3	–	Sell	-3,888	Closed	-$222K	–	164
2019 Q2	$222K	Buy	3,888 +23	+0.6%	+$1.32K	0.03%	148
2019 Q1	$229K	Buy	+3,865	New	+$219K	0.03%	142

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

Sigma Investment Counselors's VZ Position: Q1 2023 in Review

Sigma Investment Counselors sold out of Verizon (VZ) in Q1 2023, closing a stake of 5,286 shares — an estimated $208K sold.

Sigma Investment Counselors first reported a position in VZ in Q1 2019 and held it in 12 quarters. The position peaked at $335K in Q4 2020. 2,828 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

Sigma Investment Counselors reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
Sigma Investment Counselors sold 5,286 Verizon shares in Q1 2023, an estimated $208K.
Sigma Investment Counselors first reported a position in Verizon in Q1 2019 and held it in 12 quarters.
Sigma Investment Counselors's Verizon position peaked at $335K in Q4 2020.
2,828 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on Sigma Investment Counselors's 13F filing for Q1 2023, filed 28 Apr 2023.