Stevens First Principles Investment Advisors’s Verizon VZ Stock Holding History

Stevens First Principles Investment 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
2019 Q2	$84K	Buy	1,477 +129	+10%	+$7.43K	0.05%	81
2019 Q1	$80K	Buy	1,348 +100	+8%	+$5.66K	0.05%	83
2018 Q4	$70K	Buy	1,248 +1,100	+743%	+$62.4K	0.05%	80
2018 Q3	$8K	Hold	148	–	–	﹤0.01%	135
2018 Q2	$7K	Buy	148 +64	+76%	+$3.1K	﹤0.01%	132
2018 Q1	$4K	Hold	84	–	–	﹤0.01%	139
2017 Q4	$4K	Buy	+84	New	+$4.13K	﹤0.01%	170
2015 Q3	–	Sell	-938	Closed	-$44K	–	238
2015 Q2	$44K	Sell	938 -1,069	-53%	-$52.3K	0.03%	140
2015 Q1	$98K	Hold	2,007	–	–	0.06%	114
2014 Q4	$94K	Hold	2,007	–	–	0.06%	108
2014 Q3	$100K	Hold	2,007	–	–	0.06%	116
2014 Q2	$98K	Sell	2,007 -21	-1%	-$1.02K	0.05%	118
2014 Q1	$96K	Buy	2,028 +1,107	+120%	+$52.4K	0.06%	109
2013 Q4	$45K	Hold	921	–	–	0.03%	145
2013 Q3	$43K	Hold	921	–	–	0.03%	143
2013 Q2	$46K	Buy	+921	New	+$47K	0.03%	135

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stevens First Principles Investment Advisors's VZ Position: Q2 2019 in Review

Stevens First Principles Investment Advisors increased its Verizon (VZ) stake by 9.6% in Q2 2019, buying an estimated $7.43K and bringing the position to 1,477 shares worth $84K. The position accounts for 0.05% of the portfolio, ranked #81.

Stevens First Principles Investment Advisors first reported a position in VZ in Q2 2013 and has held it in 16 quarters since. The position peaked at $100K in Q3 2014. 2,373 funds tracked by Wall St. Rank hold VZ as of Q2 2019.

Stevens First Principles Investment Advisors held 1,477 shares of Verizon worth $84K as of Q2 2019.
Stevens First Principles Investment Advisors bought 129 Verizon shares in Q2 2019, an estimated $7.43K.
Verizon made up 0.05% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #81 holding.
Stevens First Principles Investment Advisors first reported a position in Verizon in Q2 2013 and has held it in 16 quarters since.
Stevens First Principles Investment Advisors's Verizon position peaked at $100K in Q3 2014.
2,373 funds tracked by Wall St. Rank held Verizon as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.