VELA Investment Management’s Verizon VZ Stock Holding History

VELA Investment 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
2023 Q4	–	Sell	-6,438	Closed	-$209K	–	165
2023 Q3	$209K	Sell	6,438 -117	-2%	-$3.95K	0.09%	135
2023 Q2	$244K	Buy	6,555 +117	+2%	+$4.33K	0.11%	131
2023 Q1	$250K	Hold	6,438	–	–	0.11%	133
2022 Q4	$254K	Sell	6,438 -2,484	-28%	-$93.6K	0.13%	132
2022 Q3	$339K	Buy	8,922 +1,486	+20%	+$66.2K	0.19%	120
2022 Q2	$377K	Buy	+7,436	New	+$376K	0.22%	117

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

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

VELA Investment Management's VZ Position: Q4 2023 in Review

VELA Investment Management sold out of Verizon (VZ) in Q4 2023, closing a stake of 6,438 shares — an estimated $209K sold.

VELA Investment Management first reported a position in VZ in Q2 2022 and held it in 6 quarters. The position peaked at $377K in Q2 2022. 2,825 funds tracked by Wall St. Rank hold VZ as of Q4 2023.

VELA Investment Management reported no remaining Verizon position as of Q4 2023 after selling out during the quarter.
VELA Investment Management sold 6,438 Verizon shares in Q4 2023, an estimated $209K.
VELA Investment Management first reported a position in Verizon in Q2 2022 and held it in 6 quarters.
VELA Investment Management's Verizon position peaked at $377K in Q2 2022.
2,825 funds tracked by Wall St. Rank held Verizon as of Q4 2023.

Based on VELA Investment Management's 13F filing for Q4 2023, filed 30 Jan 2024.