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Winchester Group’s Verizon VZ Stock Holding History

Winchester Group’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
2013
Q3 		$2.72M Sell
58,335
-22,125
-27% -$1.08M 0.6% 50
2013
Q2 		$4.05M Buy
+80,460
New +$4.11M 0.87% 30

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Winchester Group's VZ Position: Q3 2013 in Review

Winchester Group reduced its Verizon (VZ) stake by 27% in Q3 2013, selling an estimated $1.08M and leaving 58,335 shares worth $2.72M. The position accounts for 0.6% of the portfolio, ranked #50.

Winchester Group first reported a position in VZ in Q2 2013 and has held it in 2 quarters since. The position peaked at $4.05M in Q2 2013. 1,436 funds tracked by Wall St. Rank hold VZ as of Q3 2013.

  • Winchester Group held 58,335 shares of Verizon worth $2.72M as of Q3 2013.
  • Winchester Group sold 22,125 Verizon shares in Q3 2013, an estimated $1.08M.
  • Verizon made up 0.6% of Winchester Group's portfolio in Q3 2013, its #50 holding.
  • Winchester Group first reported a position in Verizon in Q2 2013 and has held it in 2 quarters since.
  • Winchester Group's Verizon position peaked at $4.05M in Q2 2013.
  • 1,436 funds tracked by Wall St. Rank held Verizon as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.