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UBS’s Verizon VZ Stock Holding History

UBS’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
2014
Q3 		$466M Buy
9,330,340
+522,650
+6% +$26M 0.34% 47
2014
Q2 		$431M Sell
8,807,690
-146,130
-2% -$7.08M 0.34% 50
2014
Q1 		$426M Buy
8,953,820
+2,911,382
+48% +$138M 0.38% 39
2013
Q4 		$297M Buy
6,042,438
+183,376
+3% +$9.02M 0.28% 65
2013
Q3 		$273M Buy
5,859,062
+193,027
+3% +$9.42M 0.28% 64
2013
Q2 		$285M Buy
+5,666,035
New +$289M 0.34% 48

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS's VZ Position: Q3 2014 in Review

UBS increased its Verizon (VZ) stake by 5.9% in Q3 2014, buying an estimated $26M and bringing the position to 9,330,340 shares worth $466M. The position accounts for 0.34% of the portfolio, ranked #47.

UBS first reported a position in VZ in Q2 2013 and has held it in 6 quarters since. 1,704 funds tracked by Wall St. Rank hold VZ as of Q3 2014.

  • UBS held 9,330,340 shares of Verizon worth $466M as of Q3 2014.
  • UBS bought 522,650 Verizon shares in Q3 2014, an estimated $26M.
  • Verizon made up 0.34% of UBS's portfolio in Q3 2014, its #47 holding.
  • UBS first reported a position in Verizon in Q2 2013 and has held it in 6 quarters since.
  • 1,704 funds tracked by Wall St. Rank held Verizon as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.