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Sonora Investment Management’s Verizon VZ Stock Holding History

Sonora Investment 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
2021
Q3 		$8.81M Buy
163,104
+6,127
+4% +$339K 1.1% 32
2021
Q2 		$8.79M Buy
156,977
+10,952
+8% +$629K 1.15% 30
2021
Q1 		$8.49M Buy
146,025
+7,549
+5% +$426K 0.67% 45
2020
Q4 		$8.13M Buy
138,476
+12,023
+10% +$714K 0.67% 51
2020
Q3 		$7.52M Buy
126,453
+56,826
+82% +$3.3M 0.7% 47
2020
Q2 		$3.84M Buy
69,627
+6,084
+10% +$342K 0.39% 74
2020
Q1 		$3.41M Buy
63,543
+1,942
+3% +$111K 0.4% 72
2019
Q4 		$3.78M Sell
61,601
-3,818
-6% -$230K 0.36% 90
2019
Q3 		$3.95M Buy
65,419
+1,615
+3% +$93K 0.41% 85
2019
Q2 		$3.65M Buy
63,804
+1,669
+3% +$96.2K 0.41% 79
2019
Q1 		$3.67M Sell
62,135
-168
-0.3% -$9.51K 0.45% 74
2018
Q4 		$3.5M Sell
62,303
-1,986
-3% -$113K 0.51% 60
2018
Q3 		$3.43M Sell
64,289
-49
-0.1% -$2.59K 0.47% 69
2018
Q2 		$3.24M Sell
64,338
-5,780
-8% -$280K 0.5% 65
2018
Q1 		$3.35M Buy
70,118
+3,919
+6% +$197K 0.53% 61
2017
Q4 		$3.5M Buy
66,199
+247
+0.4% +$12.1K 0.56% 57
2017
Q3 		$3.26M Buy
65,952
+2,451
+4% +$115K 0.57% 57
2017
Q2 		$2.84M Buy
63,501
+1,446
+2% +$67.4K 0.54% 59
2017
Q1 		$3.03M Sell
62,055
-1,320
-2% -$66.2K 0.59% 52
2016
Q4 		$3.38M Sell
63,375
-30,915
-33% -$1.55M 0.7% 42
2016
Q3 		$4.9M Buy
94,290
+970
+1% +$52.1K 1.03% 31
2016
Q2 		$5.21M Buy
93,320
+5,391
+6% +$280K 1.2% 29
2016
Q1 		$4.46M Buy
87,929
+9,330
+12% +$467K 1.07% 32
2015
Q4 		$3.63M Buy
78,599
+19,449
+33% +$883K 0.95% 34
2015
Q3 		$2.65M Buy
+59,150
New +$2.73M 0.8% 37

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sonora Investment Management's VZ Position: Q3 2021 in Review

Sonora Investment Management increased its Verizon (VZ) stake by 3.9% in Q3 2021, buying an estimated $339K and bringing the position to 163,104 shares worth $8.81M. The position accounts for 1.1% of the portfolio, ranked #32.

Sonora Investment Management first reported a position in VZ in Q3 2015 and has held it in 25 quarters since. 2,785 funds tracked by Wall St. Rank hold VZ as of Q3 2021.

  • Sonora Investment Management held 163,104 shares of Verizon worth $8.81M as of Q3 2021.
  • Sonora Investment Management bought 6,127 Verizon shares in Q3 2021, an estimated $339K.
  • Verizon made up 1.1% of Sonora Investment Management's portfolio in Q3 2021, its #32 holding.
  • Sonora Investment Management first reported a position in Verizon in Q3 2015 and has held it in 25 quarters since.
  • 2,785 funds tracked by Wall St. Rank held Verizon as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.