SFG
VZ icon

Summit Financial Group’s Verizon VZ Stock Holding History

Summit 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
2024
Q1 		$1.21M Sell
28,826
-395
-1% -$15.9K 0.43% 66
2023
Q4 		$1.1M Sell
29,221
-2,400
-8% -$84.9K 0.42% 70
2023
Q3 		$1.02M Sell
31,621
-400
-1% -$13.5K 0.43% 70
2023
Q2 		$1.19M Buy
32,021
+814
+3% +$30.1K 0.46% 62
2023
Q1 		$1.21M Sell
31,207
-250
-0.8% -$9.86K 0.46% 61
2022
Q4 		$1.24M Sell
31,457
-1,135
-3% -$42.8K 0.49% 56
2022
Q3 		$1.24M Buy
32,592
+429
+1% +$19.1K 0.51% 53
2022
Q2 		$1.63M Buy
32,163
+657
+2% +$33.2K 0.63% 44
2022
Q1 		$1.6M Sell
31,506
-400
-1% -$21.2K 0.54% 50
2021
Q4 		$1.66M Buy
31,906
+222
+0.7% +$11.6K 0.54% 51
2021
Q3 		$1.71M Sell
31,684
-250
-0.8% -$13.8K 0.62% 44
2021
Q2 		$1.79M Buy
31,934
+1,005
+3% +$57.7K 0.67% 40
2021
Q1 		$1.8M Buy
30,929
+61
+0.2% +$3.44K 0.75% 37
2020
Q4 		$1.81M Sell
30,868
-271
-0.9% -$16.1K 0.79% 37
2020
Q3 		$1.85M Buy
31,139
+616
+2% +$35.8K 0.92% 30
2020
Q2 		$1.68M Sell
30,523
-459
-1% -$25.8K 0.88% 32
2020
Q1 		$1.66M Sell
30,982
-100
-0.3% -$5.72K 0.99% 29
2019
Q4 		$1.91M Buy
31,082
+18
+0.1% +$1.09K 0.91% 31
2019
Q3 		$1.88M Sell
31,064
-4,528
-13% -$261K 0.95% 30
2019
Q2 		$2.03M Sell
35,592
-192
-0.5% -$11.1K 0.92% 30
2019
Q1 		$2.12M Sell
35,784
-1,505
-4% -$85.2K 1.65% 16
2018
Q4 		$2.1M Hold
37,289
– – 1.78% 15
2018
Q3 		$1.99M Sell
37,289
-100
-0.3% -$5.29K 1.48% 17
2018
Q2 		$1.88M Sell
37,389
-230
-0.6% -$11.1K 1.46% 18
2018
Q1 		$1.8M Buy
37,619
+1,363
+4% +$68.5K 1.41% 17
2017
Q4 		$1.92M Sell
36,256
-3,550
-9% -$175K 1.57% 14
2017
Q3 		$1.97M Sell
39,806
-429
-1% -$20.2K 1.64% 15
2017
Q2 		$1.8M Buy
+40,235
New +$1.87M 1.56% 16

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Financial Group's VZ Position: Q1 2024 in Review

Summit Financial Group reduced its Verizon (VZ) stake by 1.4% in Q1 2024, selling an estimated $15.9K and leaving 28,826 shares worth $1.21M. The position accounts for 0.43% of the portfolio, ranked #66.

Summit Financial Group first reported a position in VZ in Q2 2017 and has held it in 28 quarters since. The position peaked at $2.12M in Q1 2019. 2,863 funds tracked by Wall St. Rank hold VZ as of Q1 2024.

  • Summit Financial Group held 28,826 shares of Verizon worth $1.21M as of Q1 2024.
  • Summit Financial Group sold 395 Verizon shares in Q1 2024, an estimated $15.9K.
  • Verizon made up 0.43% of Summit Financial Group's portfolio in Q1 2024, its #66 holding.
  • Summit Financial Group first reported a position in Verizon in Q2 2017 and has held it in 28 quarters since.
  • Summit Financial Group's Verizon position peaked at $2.12M in Q1 2019.
  • 2,863 funds tracked by Wall St. Rank held Verizon as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.