Westfield Capital Management
VZ icon

Westfield Capital Management’s Verizon VZ Stock Holding History

Westfield Capital 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
2020
Q3 		– Sell
-115,660
Closed -$6.38M – 257
2020
Q2 		$6.38M Sell
115,660
-17,365
-13% -$977K 0.04% 198
2020
Q1 		$7.15M Buy
133,025
+270
+0.2% +$15.4K 0.06% 188
2019
Q4 		$8.15M Sell
132,755
-580
-0.4% -$35K 0.06% 192
2019
Q3 		$8.05M Sell
133,335
-1,340
-1% -$77.2K 0.06% 192
2019
Q2 		$7.69M Sell
134,675
-960
-0.7% -$55.3K 0.06% 202
2019
Q1 		$8.02M Sell
135,635
-3,890
-3% -$220K 0.06% 204
2018
Q4 		$7.84M Sell
139,525
-1,110
-0.8% -$63K 0.07% 197
2018
Q3 		$7.51M Buy
140,635
+475
+0.3% +$25.1K 0.05% 210
2018
Q2 		$7.05M Buy
140,160
+28,506
+26% +$1.38M 0.05% 213
2018
Q1 		$5.34M Sell
111,654
-1,604,393
-93% -$80.6M 0.04% 217
2017
Q4 		$90.8M Buy
1,716,047
+335,195
+24% +$16.5M 0.69% 41
2017
Q3 		$68.3M Buy
1,380,852
+1,352,192
+4,718% +$63.6M 0.52% 65
2017
Q2 		$1.28M Sell
28,660
-135,225
-83% -$6.3M 0.01% 230
2017
Q1 		$7.99M Buy
163,885
+128,560
+364% +$6.45M 0.07% 218
2016
Q4 		$1.89M Sell
35,325
-2,000
-5% -$100K 0.02% 232
2016
Q3 		$1.94M Sell
37,325
-18,800
-33% -$1.01M 0.02% 227
2016
Q2 		$3.13M Sell
56,125
-24,830
-31% -$1.29M 0.03% 229
2016
Q1 		$4.38M Sell
80,955
-14,100
-15% -$705K 0.03% 214
2015
Q4 		$4.39M Buy
+95,055
New +$4.32M 0.03% 224
2015
Q1 		– Sell
-1,871,563
Closed -$87.6M – 330
2014
Q4 		$87.6M Sell
1,871,563
-1,270,193
-40% -$62.1M 0.52% 63
2014
Q3 		$157M Sell
3,141,756
-319,968
-9% -$15.9M 0.96% 24
2014
Q2 		$169M Buy
3,461,724
+3,427,710
+10,077% +$166M 1.01% 21
2014
Q1 		$1.62M Buy
+34,014
New +$1.61M 0.01% 262
2013
Q3 		– Sell
-30,700
Closed -$1.54M – 375
2013
Q2 		$1.54M Buy
+30,700
New +$1.57M 0.01% 264

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfield Capital Management's VZ Position: Q3 2020 in Review

Westfield Capital Management sold out of Verizon (VZ) in Q3 2020, closing a stake of 115,660 shares — an estimated $6.38M sold.

Westfield Capital Management first reported a position in VZ in Q2 2013 and held it in 24 quarters. The position peaked at $169M in Q2 2014. 2,626 funds tracked by Wall St. Rank hold VZ as of Q3 2020.

  • Westfield Capital Management reported no remaining Verizon position as of Q3 2020 after selling out during the quarter.
  • Westfield Capital Management sold 115,660 Verizon shares in Q3 2020, an estimated $6.38M.
  • Westfield Capital Management first reported a position in Verizon in Q2 2013 and held it in 24 quarters.
  • Westfield Capital Management's Verizon position peaked at $169M in Q2 2014.
  • 2,626 funds tracked by Wall St. Rank held Verizon as of Q3 2020.

Based on Westfield Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.