Unified Trust Company’s Verizon VZ Stock Holding History

Unified Trust Company’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 Q4	–	Sell	-3,417	Closed	-$203K	–	60
2020 Q3	$203K	Buy	+3,417	New	+$199K	0.14%	56
2020 Q1	–	Sell	-4,333	Closed	-$266K	–	61
2019 Q4	$266K	Buy	4,333 +634	+17%	+$38.2K	0.17%	51
2019 Q3	$223K	Buy	+3,699	New	+$213K	0.15%	53

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

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

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

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

Unified Trust Company's VZ Position: Q4 2020 in Review

Unified Trust Company sold out of Verizon (VZ) in Q4 2020, closing a stake of 3,417 shares — an estimated $203K sold.

Unified Trust Company first reported a position in VZ in Q3 2019 and held it in 3 quarters. The position peaked at $266K in Q4 2019. 2,836 funds tracked by Wall St. Rank hold VZ as of Q4 2020.

Unified Trust Company reported no remaining Verizon position as of Q4 2020 after selling out during the quarter.
Unified Trust Company sold 3,417 Verizon shares in Q4 2020, an estimated $203K.
Unified Trust Company first reported a position in Verizon in Q3 2019 and held it in 3 quarters.
Unified Trust Company's Verizon position peaked at $266K in Q4 2019.
2,836 funds tracked by Wall St. Rank held Verizon as of Q4 2020.

Based on Unified Trust Company's 13F filing for Q4 2020, filed 20 Jan 2021.