Susquehanna Fundamental Investments’s Verizon VZ Stock Holding History

Susquehanna Fundamental Investments’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	–	Sell	-960,704	Closed	-$35.7M	–	599
2023 Q2	$35.7M	Sell	960,704 -489,936	-34%	-$18.1M	1.31%	14
2023 Q1	$56.4M	Hold	1,450,640	–	–	1.31%	6
2022 Q4	$57.2M	Buy	+1,450,640	New	+$54.7M	0.99%	7
2020 Q2	–	Sell	-140,400	Closed	-$7.54M	–	1008
2020 Q1	$7.54M	Buy	140,400 +7,800	+6%	+$446K	1.5%	8
2019 Q4	$8.14M	Buy	132,600 +82,500	+165%	+$4.98M	1.07%	13
2019 Q3	$3.02M	Buy	+50,100	New	+$2.89M	0.37%	80

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Susquehanna Fundamental Investments's VZ Position: Q3 2023 in Review

Susquehanna Fundamental Investments sold out of Verizon (VZ) in Q3 2023, closing a stake of 960,704 shares — an estimated $35.7M sold.

Susquehanna Fundamental Investments first reported a position in VZ in Q3 2019 and held it in 6 quarters. The position peaked at $57.2M in Q4 2022. 2,608 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

Susquehanna Fundamental Investments reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 960,704 Verizon shares in Q3 2023, an estimated $35.7M.
Susquehanna Fundamental Investments first reported a position in Verizon in Q3 2019 and held it in 6 quarters.
Susquehanna Fundamental Investments's Verizon position peaked at $57.2M in Q4 2022.
2,608 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q3 2023, filed 14 Nov 2023.