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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Hold	–	-$2K	–	405
2017 Q3	–	Hold	–	–	–	629
2017 Q2	–	Hold	–	-$1K	–	1213
2017 Q1	–	Hold	–	–	–	1258

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

Norges Bank Oslo, Norway $935B AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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. 2,906 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.
2,906 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.