Steele Capital Management’s Verizon VZ Stock Holding History

Steele 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 Q3	–	Sell	-7,045	Closed	-$291K	–	172
2024 Q2	$291K	Buy	7,045 +120	+2%	+$4.84K	0.02%	140
2024 Q1	$291K	Buy	6,925 +25	+0.4%	+$1.01K	0.02%	137
2023 Q4	$260K	Buy	+6,900	New	+$244K	0.02%	139

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

Steele Capital Management's VZ Position: Q3 2024 in Review

Steele Capital Management sold out of Verizon (VZ) in Q3 2024, closing a stake of 7,045 shares — an estimated $291K sold.

Steele Capital Management first reported a position in VZ in Q4 2023 and held it in 3 quarters. The position peaked at $291K in Q1 2024. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

Steele Capital Management reported no remaining Verizon position as of Q3 2024 after selling out during the quarter.
Steele Capital Management sold 7,045 Verizon shares in Q3 2024, an estimated $291K.
Steele Capital Management first reported a position in Verizon in Q4 2023 and held it in 3 quarters.
Steele Capital Management's Verizon position peaked at $291K in Q1 2024.
2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on Steele Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.