United Capital Management of KS’s Verizon VZ Stock Holding History

United Capital Management of KS’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
2021 Q4	–	Sell	-111,476	Closed	-$6.02M	–	96
2021 Q3	$6.02M	Buy	111,476 +4,343	+4%	+$240K	2.46%	10
2021 Q2	$6M	Buy	107,133 +7,547	+8%	+$433K	2.45%	9
2021 Q1	$5.73M	Buy	99,586 +7,678	+8%	+$433K	2.63%	8
2020 Q4	$5.4M	Buy	91,908 +6,010	+7%	+$357K	2.47%	12
2020 Q3	$5.11M	Buy	85,898 +4,966	+6%	+$289K	2.68%	10
2020 Q2	$4.46M	Buy	80,932 +4,837	+6%	+$272K	2.6%	11
2020 Q1	$4.09M	Buy	76,095 +12,475	+20%	+$714K	3.44%	7
2019 Q4	$3.91M	Buy	63,620 +5,288	+9%	+$319K	2.47%	10
2019 Q3	$3.52M	Buy	58,332 +4,016	+7%	+$231K	2.57%	9
2019 Q2	$3.08M	Buy	54,316 +2,038	+4%	+$117K	2.33%	11
2019 Q1	$2.98M	Buy	52,278 +3,428	+7%	+$194K	2.34%	11
2018 Q4	$2.75M	Buy	48,850 +2,518	+5%	+$143K	2.55%	7
2018 Q3	$2.48M	Buy	+46,332	New	+$2.45M	1.99%	12

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

United Capital Management of KS's VZ Position: Q4 2021 in Review

United Capital Management of KS sold out of Verizon (VZ) in Q4 2021, closing a stake of 111,476 shares — an estimated $6.02M sold.

United Capital Management of KS first reported a position in VZ in Q3 2018 and held it in 13 quarters. The position peaked at $6.02M in Q3 2021. 3,013 funds tracked by Wall St. Rank hold VZ as of Q4 2021.

United Capital Management of KS reported no remaining Verizon position as of Q4 2021 after selling out during the quarter.
United Capital Management of KS sold 111,476 Verizon shares in Q4 2021, an estimated $6.02M.
United Capital Management of KS first reported a position in Verizon in Q3 2018 and held it in 13 quarters.
United Capital Management of KS's Verizon position peaked at $6.02M in Q3 2021.
3,013 funds tracked by Wall St. Rank held Verizon as of Q4 2021.

Based on United Capital Management of KS's 13F filing for Q4 2021, filed 18 Jan 2022.