Unionview LLC’s Verizon VZ Stock Holding History

Unionview LLC’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 Q3	–	Sell	-6,237	Closed	-$232K	–	83
2023 Q2	$232K	Sell	6,237 -499	-7%	-$18.5K	0.21%	75
2023 Q1	$262K	Buy	6,736 +645	+11%	+$25.4K	0.25%	69
2022 Q4	$240K	Buy	+6,091	New	+$229K	0.24%	69
2022 Q3	–	Sell	-5,231	Closed	-$265K	–	78
2022 Q2	$265K	Buy	5,231 +317	+6%	+$16K	0.3%	64
2022 Q1	$250K	Sell	4,914 -301	-6%	-$15.9K	0.23%	72
2021 Q4	$271K	Buy	+5,215	New	+$272K	0.25%	72

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Unionview LLC's VZ Position: Q3 2023 in Review

Unionview LLC sold out of Verizon (VZ) in Q3 2023, closing a stake of 6,237 shares — an estimated $232K sold.

Unionview LLC first reported a position in VZ in Q4 2021 and held it in 6 quarters. The position peaked at $271K in Q4 2021. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

Unionview LLC reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
Unionview LLC sold 6,237 Verizon shares in Q3 2023, an estimated $232K.
Unionview LLC first reported a position in Verizon in Q4 2021 and held it in 6 quarters.
Unionview LLC's Verizon position peaked at $271K in Q4 2021.
2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Unionview LLC's 13F filing for Q3 2023, filed 30 Oct 2023.