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Winslow Evans & Crocker’s Verizon VZ Stock Holding History

Winslow Evans & Crocker’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
Q4 		$5.02M Buy
99,708
+38,768
+64% +$2.3M 0.95% 17
2020
Q3 		$3.63M Sell
60,940
-2,345
-4% -$136K 0.9% 21
2020
Q2 		$3.49M Buy
63,285
+3,011
+5% +$169K 0.93% 19
2020
Q1 		$3.24M Buy
60,274
+8,720
+17% +$499K 1.07% 16
2019
Q4 		$3.17M Buy
51,554
+3,802
+8% +$229K 0.81% 24
2019
Q3 		$2.89M Buy
47,752
+82
+0.2% +$4.72K 0.81% 23
2019
Q2 		$2.73M Sell
47,670
-4,354
-8% -$251K 0.76% 25
2019
Q1 		$3.08M Sell
52,024
-2,234
-4% -$127K 0.87% 22
2018
Q4 		$3.05M Buy
54,258
+10,366
+24% +$588K 1.03% 20
2018
Q3 		$2.35M Buy
43,892
+6
+0% +$318 0.71% 27
2018
Q2 		$2.21M Buy
43,886
+1,798
+4% +$87K 0.69% 27
2018
Q1 		$2.01M Sell
42,088
-444
-1% -$22.3K 0.65% 34
2017
Q4 		$2.25M Buy
42,532
+7,624
+22% +$375K 0.72% 29
2017
Q3 		$1.73M Sell
34,908
-14,368
-29% -$676K 0.57% 41
2017
Q2 		$2.21M Buy
49,276
+2,572
+6% +$120K 0.61% 37
2017
Q1 		$2.28M Buy
46,704
+1,050
+2% +$52.7K 0.72% 32
2016
Q4 		$2.44M Sell
45,654
-428
-0.9% -$21.4K 0.75% 29
2016
Q3 		$2.4M Buy
46,082
+7,540
+20% +$405K 0.69% 34
2016
Q2 		$2.15M Sell
38,542
-2,467
-6% -$128K 0.64% 38
2016
Q1 		$2.22M Sell
41,009
-4,645
-10% -$232K 0.67% 34
2015
Q4 		$2.11M Sell
45,654
-258
-0.6% -$11.7K 0.6% 35
2015
Q3 		$2M Buy
45,912
+2,720
+6% +$126K 0.63% 32
2015
Q2 		$2.01M Sell
43,192
-6,800
-14% -$333K 0.57% 35
2015
Q1 		$2.43M Sell
49,992
-1,494
-3% -$72.1K 0.69% 33
2014
Q4 		$2.41M Sell
51,486
-170
-0.3% -$8.32K 0.69% 36
2014
Q3 		$2.58M Buy
51,656
+3,525
+7% +$175K 0.74% 30
2014
Q2 		$2.36M Buy
48,131
+957
+2% +$46.4K 0.78% 30
2014
Q1 		$2.24M Buy
47,174
+5,002
+12% +$237K 0.77% 32
2013
Q4 		$2.07M Buy
+42,172
New +$2.07M 0.71% 33

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Winslow Evans & Crocker's VZ Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Verizon (VZ) stake by 64% in Q4 2020, buying an estimated $2.3M and bringing the position to 99,708 shares worth $5.02M. The position accounts for 0.95% of the portfolio, ranked #17.

Winslow Evans & Crocker first reported a position in VZ in Q4 2013 and has held it in 29 quarters since. 2,835 funds tracked by Wall St. Rank hold VZ as of Q4 2020.

  • Winslow Evans & Crocker held 99,708 shares of Verizon worth $5.02M as of Q4 2020.
  • Winslow Evans & Crocker bought 38,768 Verizon shares in Q4 2020, an estimated $2.3M.
  • Verizon made up 0.95% of Winslow Evans & Crocker's portfolio in Q4 2020, its #17 holding.
  • Winslow Evans & Crocker first reported a position in Verizon in Q4 2013 and has held it in 29 quarters since.
  • 2,835 funds tracked by Wall St. Rank held Verizon as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.