Sterling Manor Financial’s Verizon VZ Stock Holding History

Sterling Manor Financial’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
2022 Q3	–	Sell	-5,033	Closed	-$255K	–	69
2022 Q2	$255K	Buy	5,033 +45	+0.9%	+$2.28K	0.31%	46
2022 Q1	$254K	Sell	4,988 -161	-3%	-$8.53K	0.2%	65
2021 Q4	$268K	Buy	5,149 +38	+0.7%	+$1.98K	0.21%	60
2021 Q3	$276K	Buy	5,111 +790	+18%	+$43.7K	0.23%	59
2021 Q2	$242K	Buy	4,321 +24	+0.6%	+$1.38K	0.19%	70
2021 Q1	$250K	Buy	4,297 +857	+25%	+$48.4K	0.22%	64
2020 Q4	$202K	Buy	+3,440	New	+$204K	0.19%	70

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Sterling Manor Financial's VZ Position: Q3 2022 in Review

Sterling Manor Financial sold out of Verizon (VZ) in Q3 2022, closing a stake of 5,033 shares — an estimated $255K sold.

Sterling Manor Financial first reported a position in VZ in Q4 2020 and held it in 7 quarters. The position peaked at $276K in Q3 2021. 2,759 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

Sterling Manor Financial reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
Sterling Manor Financial sold 5,033 Verizon shares in Q3 2022, an estimated $255K.
Sterling Manor Financial first reported a position in Verizon in Q4 2020 and held it in 7 quarters.
Sterling Manor Financial's Verizon position peaked at $276K in Q3 2021.
2,759 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Sterling Manor Financial's 13F filing for Q3 2022, filed 12 Oct 2022.