SICM
VZ icon

Sustainable Insight Capital Management’s Verizon VZ Stock Holding History

Sustainable Insight Capital 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
2023
Q2 		– Sell
-5,600
Closed -$218K – 95
2023
Q1 		$218K Buy
+5,600
New +$221K 0.22% 79
2022
Q4 		– Sell
-8,160
Closed -$310K – 119
2022
Q3 		$310K Sell
8,160
-902
-10% -$40.2K 0.36% 72
2022
Q2 		$404K Sell
9,062
-800
-8% -$40.5K 0.4% 57
2022
Q1 		$502K Buy
9,862
+640
+7% +$33.9K 0.36% 51
2021
Q4 		$479K Sell
9,222
-1,772
-16% -$92.5K 0.26% 50
2021
Q3 		$594K Buy
10,994
+938
+9% +$51.9K 0.38% 45
2021
Q2 		$563K Buy
10,056
+1,971
+24% +$113K 0.33% 60
2021
Q1 		$470K Sell
8,085
-1,300
-14% -$73.4K 0.31% 56
2020
Q4 		$551K Buy
+9,385
New +$557K 0.38% 47
2020
Q1 		$223K Buy
4,142
+200
+5% +$11.4K 0.31% 57
2019
Q4 		$242K Sell
3,942
-100
-2% -$6.03K 0.25% 51
2019
Q3 		$244K Sell
4,042
-400
-9% -$23K 0.28% 35
2019
Q2 		$254K Sell
4,442
-600
-12% -$34.6K 0.3% 39
2019
Q1 		$298K Sell
5,042
-1,939
-28% -$110K 0.38% 61
2018
Q4 		$392K Sell
6,981
-220
-3% -$12.5K 0.51% 36
2018
Q3 		$384K Sell
7,201
-6,559
-48% -$347K 0.25% 37
2018
Q2 		$692K Sell
13,760
-23,240
-63% -$1.12M 0.26% 47
2018
Q1 		$1.77M Buy
37,000
+30,500
+469% +$1.53M 0.7% 30
2017
Q4 		$344K Sell
6,500
-9,000
-58% -$443K 0.13% 44
2017
Q3 		$767K Sell
15,500
-68,200
-81% -$3.21M 0.35% 32
2017
Q2 		$3.74M Buy
83,700
+62,900
+302% +$2.93M 1.75% 18
2017
Q1 		$1.01M Buy
+20,800
New +$1.04M 0.5% 37

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sustainable Insight Capital Management's VZ Position: Q2 2023 in Review

Sustainable Insight Capital Management sold out of Verizon (VZ) in Q2 2023, closing a stake of 5,600 shares — an estimated $218K sold.

Sustainable Insight Capital Management first reported a position in VZ in Q1 2017 and held it in 22 quarters. The position peaked at $3.74M in Q2 2017. 2,763 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

  • Sustainable Insight Capital Management reported no remaining Verizon position as of Q2 2023 after selling out during the quarter.
  • Sustainable Insight Capital Management sold 5,600 Verizon shares in Q2 2023, an estimated $218K.
  • Sustainable Insight Capital Management first reported a position in Verizon in Q1 2017 and held it in 22 quarters.
  • Sustainable Insight Capital Management's Verizon position peaked at $3.74M in Q2 2017.
  • 2,763 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on Sustainable Insight Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.