Sitrin Capital Management’s Verizon VZ Stock Holding History

Sitrin Capital 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
2024 Q4	–	Sell	-5,051	Closed	-$227K	–	44
2024 Q3	$227K	Buy	+5,051	New	+$211K	0.11%	44
2021 Q3	–	Sell	-117,253	Closed	-$6.57M	–	37
2021 Q2	$6.57M	Buy	117,253 +15,590	+15%	+$895K	2.96%	20
2021 Q1	$5.91M	Buy	101,663 +186	+0.2%	+$10.5K	2.8%	22
2020 Q4	$5.96M	Buy	101,477 +441	+0.4%	+$26.2K	2.98%	22
2020 Q3	$5.99M	Buy	101,036 +26,817	+36%	+$1.56M	3.17%	17
2020 Q2	$4.09M	Buy	74,219 +8,679	+13%	+$488K	2.44%	26
2020 Q1	$3.52M	Buy	+65,540	New	+$3.75M	2.09%	30

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Norges Bank Oslo, Norway $935B AUM

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sitrin Capital Management's VZ Position: Q4 2024 in Review

Sitrin Capital Management sold out of Verizon (VZ) in Q4 2024, closing a stake of 5,051 shares — an estimated $227K sold.

Sitrin Capital Management first reported a position in VZ in Q1 2020 and held it in 7 quarters. The position peaked at $6.57M in Q2 2021. 3,048 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

Sitrin Capital Management reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
Sitrin Capital Management sold 5,051 Verizon shares in Q4 2024, an estimated $227K.
Sitrin Capital Management first reported a position in Verizon in Q1 2020 and held it in 7 quarters.
Sitrin Capital Management's Verizon position peaked at $6.57M in Q2 2021.
3,048 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Sitrin Capital Management's 13F filing for Q4 2024, filed 5 Feb 2025.