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SpiderRock Advisors’s Verizon VZ Stock Holding History

SpiderRock Advisors’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
Q3 		$9.3M Buy
207,038
+110,264
+114% +$4.6M 0.15% 110
2024
Q2 		$3.99M Sell
96,774
-24,546
-20% -$989K 0.08% 173
2024
Q1 		$4.84M Buy
+121,320
New +$4.89M 0.12% 138
2017
Q1 		– Hold
0
– – – 115

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

SpiderRock Advisors's VZ Position: Q3 2024 in Review

SpiderRock Advisors increased its Verizon (VZ) stake by 114% in Q3 2024, buying an estimated $4.6M and bringing the position to 207,038 shares worth $9.3M. The position accounts for 0.15% of the portfolio, ranked #110.

SpiderRock Advisors first reported a position in VZ in Q1 2024 and has held it in 3 quarters since. 2,907 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

  • SpiderRock Advisors held 207,038 shares of Verizon worth $9.3M as of Q3 2024.
  • SpiderRock Advisors bought 110,264 Verizon shares in Q3 2024, an estimated $4.6M.
  • Verizon made up 0.15% of SpiderRock Advisors's portfolio in Q3 2024, its #110 holding.
  • SpiderRock Advisors first reported a position in Verizon in Q1 2024 and has held it in 3 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.