Triasima Portfolio Management’s Verizon VZ Stock Holding History

Triasima Portfolio 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
2022 Q3	–	Sell	-5,000	Closed	-$254K	–	150
2022 Q2	$254K	Hold	5,000	–	–	0.02%	124
2022 Q1	$255K	Hold	5,000	–	–	0.01%	143
2021 Q4	$260K	Hold	5,000	–	–	0.01%	148
2021 Q3	$270K	Hold	5,000	–	–	0.01%	144
2021 Q2	$280K	Hold	5,000	–	–	0.01%	161
2021 Q1	$291K	Hold	5,000	–	–	0.01%	157
2020 Q4	$294K	Buy	+5,000	New	+$297K	0.02%	148

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Triasima Portfolio Management's VZ Position: Q3 2022 in Review

Triasima Portfolio Management sold out of Verizon (VZ) in Q3 2022, closing a stake of 5,000 shares — an estimated $254K sold.

Triasima Portfolio Management first reported a position in VZ in Q4 2020 and held it in 7 quarters. The position peaked at $294K in Q4 2020. 2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

Triasima Portfolio Management reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
Triasima Portfolio Management sold 5,000 Verizon shares in Q3 2022, an estimated $254K.
Triasima Portfolio Management first reported a position in Verizon in Q4 2020 and held it in 7 quarters.
Triasima Portfolio Management's Verizon position peaked at $294K in Q4 2020.
2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Triasima Portfolio Management's 13F filing for Q3 2022, filed 20 Oct 2022.