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Steward Financial Group’s Verizon VZ Stock Holding History

Steward Financial Group’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
2023
Q3 		$51K Buy
1,579
+239
+18% +$8.07K 0.02% 147
2023
Q2 		$49K Buy
1,340
+383
+40% +$14.2K 0.02% 145
2023
Q1 		$37K Buy
957
+461
+93% +$18.2K 0.01% 105
2022
Q4 		$19K Buy
+496
New +$18.7K 0.01% 117
2022
Q3 		– Sell
-930
Closed -$47K – 1300
2022
Q2 		$47K Buy
930
+830
+830% +$42K 0.04% 96
2022
Q1 		$5K Buy
+100
New +$5.3K ﹤0.01% 244

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steward Financial Group's VZ Position: Q3 2023 in Review

Steward Financial Group increased its Verizon (VZ) stake by 18% in Q3 2023, buying an estimated $8.07K and bringing the position to 1,579 shares worth $51K. The position accounts for 0.02% of the portfolio, ranked #147.

Steward Financial Group first reported a position in VZ in Q1 2022 and has held it in 6 quarters since. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

  • Steward Financial Group held 1,579 shares of Verizon worth $51K as of Q3 2023.
  • Steward Financial Group bought 239 Verizon shares in Q3 2023, an estimated $8.07K.
  • Verizon made up 0.02% of Steward Financial Group's portfolio in Q3 2023, its #147 holding.
  • Steward Financial Group first reported a position in Verizon in Q1 2022 and has held it in 6 quarters since.
  • 2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.