Sunflower Bank Wealth Management’s Verizon VZ Stock Holding History

Sunflower Bank Wealth 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
2020 Q3	$1.03M	Sell	17,406 -2,825	-14%	-$164K	0.35%	39
2020 Q2	$1.11M	Sell	20,231 -675	-3%	-$38K	0.37%	41
2020 Q1	$1.12M	Buy	20,906 +4,740	+29%	+$271K	0.43%	38
2019 Q4	$992K	Sell	16,166 -1,888	-10%	-$114K	0.3%	51
2019 Q3	$1.09M	Sell	18,054 -712	-4%	-$41K	0.35%	47
2019 Q2	$1.07M	Sell	18,766 -2,113	-10%	-$122K	0.35%	44
2019 Q1	$1.23M	Sell	20,879 -9,905	-32%	-$561K	0.37%	37
2018 Q4	$1.73M	Sell	30,784 -580	-2%	-$32.9K	0.55%	31
2018 Q3	$1.67M	Sell	31,364 -794	-2%	-$42K	0.47%	33
2018 Q2	$1.62M	Buy	32,158 +1,225	+4%	+$59.3K	0.47%	33
2018 Q1	$1.48M	Sell	30,933 -745	-2%	-$37.4K	0.41%	39
2017 Q4	$1.68M	Sell	31,678 -32	-0.1%	-$1.57K	0.45%	36
2017 Q3	$1.57M	Sell	31,710 -23,278	-42%	-$1.1M	0.57%	26
2017 Q2	$2.46M	Buy	54,988 +237	+0.4%	+$11K	0.83%	23
2017 Q1	$2.67M	Buy	54,751 +1,100	+2%	+$55.2K	0.91%	22
2016 Q4	$2.86M	Buy	53,651 +1,560	+3%	+$78K	1.02%	19
2016 Q3	$2.71M	Sell	52,091 -142	-0.3%	-$7.62K	0.99%	20
2016 Q2	$2.92M	Buy	52,233 +75	+0.1%	+$3.89K	1.02%	19
2016 Q1	$2.82M	Sell	52,158 -1,665	-3%	-$83.3K	1.01%	20
2015 Q4	$2.49M	Sell	53,823 -2,480	-4%	-$113K	0.87%	24
2015 Q3	$2.45M	Sell	56,303 -3,435	-6%	-$158K	0.89%	24
2015 Q2	$2.79M	Sell	59,738 -2,501	-4%	-$122K	0.95%	22
2015 Q1	$3.03M	Buy	62,239 +365	+0.6%	+$17.6K	1%	22
2014 Q4	$2.89M	Buy	61,874 +4,126	+7%	+$202K	0.92%	23
2014 Q3	$2.89M	Sell	57,748 -859	-1%	-$42.7K	0.98%	23
2014 Q2	$2.87M	Buy	58,607 +1,235	+2%	+$59.8K	1.17%	22
2014 Q1	$2.73M	Buy	57,372 +1,589	+3%	+$75.1K	1.32%	16
2013 Q4	$2.74M	Buy	55,783 +2,403	+5%	+$118K	1.39%	15
2013 Q3	$2.49M	Buy	53,380 +4,104	+8%	+$200K	1.35%	14
2013 Q2	$2.48M	Buy	+49,276	New	+$2.51M	1.34%	14

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sunflower Bank Wealth Management's VZ Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its Verizon (VZ) stake by 14% in Q3 2020, selling an estimated $164K and leaving 17,406 shares worth $1.03M. The position accounts for 0.35% of the portfolio, ranked #39.

Sunflower Bank Wealth Management first reported a position in VZ in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.03M in Q1 2015. 2,626 funds tracked by Wall St. Rank hold VZ as of Q3 2020.

Sunflower Bank Wealth Management held 17,406 shares of Verizon worth $1.03M as of Q3 2020.
Sunflower Bank Wealth Management sold 2,825 Verizon shares in Q3 2020, an estimated $164K.
Verizon made up 0.35% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #39 holding.
Sunflower Bank Wealth Management first reported a position in Verizon in Q2 2013 and has held it in 30 quarters since.
Sunflower Bank Wealth Management's Verizon position peaked at $3.03M in Q1 2015.
2,626 funds tracked by Wall St. Rank held Verizon as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.