Tradition Asset Management’s Verizon VZ Stock Holding History

Tradition Asset 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 Q2	$2.21M	Buy	40,139 +1,355	+3%	+$76.2K	0.63%	55
2020 Q1	$2.08M	Buy	38,784 +4,066	+12%	+$233K	0.7%	53
2019 Q4	$2.13M	Sell	34,718 -3,445	-9%	-$208K	0.52%	70
2019 Q3	$2.3M	Buy	38,163 +291	+0.8%	+$16.8K	0.6%	63
2019 Q2	$2.16M	Buy	+37,872	New	+$2.18M	0.56%	67

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tradition Asset Management's VZ Position: Q2 2020 in Review

Tradition Asset Management increased its Verizon (VZ) stake by 3.5% in Q2 2020, buying an estimated $76.2K and bringing the position to 40,139 shares worth $2.21M. The position accounts for 0.63% of the portfolio, ranked #55.

Tradition Asset Management first reported a position in VZ in Q2 2019 and has held it in 5 quarters since. The position peaked at $2.3M in Q3 2019. 2,620 funds tracked by Wall St. Rank hold VZ as of Q2 2020.

Tradition Asset Management held 40,139 shares of Verizon worth $2.21M as of Q2 2020.
Tradition Asset Management bought 1,355 Verizon shares in Q2 2020, an estimated $76.2K.
Verizon made up 0.63% of Tradition Asset Management's portfolio in Q2 2020, its #55 holding.
Tradition Asset Management first reported a position in Verizon in Q2 2019 and has held it in 5 quarters since.
Tradition Asset Management's Verizon position peaked at $2.3M in Q3 2019.
2,620 funds tracked by Wall St. Rank held Verizon as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.