Yorktown Management & Research Company’s Verizon VZ Stock Holding History

Yorktown Management & Research Company’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 Q1	–	Sell	-7,130	Closed	-$419K	–	279
2020 Q4	$419K	Hold	7,130	–	–	0.38%	118
2020 Q3	$424K	Buy	7,130 +1,130	+19%	+$65.7K	0.4%	87
2020 Q2	$331K	Buy	+6,000	New	+$338K	0.3%	125
2020 Q1	–	Sell	-20,000	Closed	-$1.23M	–	321
2019 Q4	$1.23M	Hold	20,000	–	–	0.66%	31
2019 Q3	$1.21M	Hold	20,000	–	–	0.65%	17
2019 Q2	$1.14M	Hold	20,000	–	–	0.43%	50
2019 Q1	$1.18M	Hold	20,000	–	–	0.38%	64
2018 Q4	$1.12M	Hold	20,000	–	–	0.37%	70
2018 Q3	$1.07M	Sell	20,000 -45,000	-69%	-$2.38M	0.31%	92
2018 Q2	$3.27M	Hold	65,000	–	–	0.95%	17
2018 Q1	$3.11M	Hold	65,000	–	–	0.92%	18
2017 Q4	$3.44M	Sell	65,000 -72,400	-53%	-$3.56M	0.99%	19
2017 Q3	$6.8M	Hold	137,400	–	–	1.78%	9
2017 Q2	$6.14M	Hold	137,400	–	–	1.96%	10
2017 Q1	$6.7M	Hold	137,400	–	–	1.75%	9
2016 Q4	$7.33M	Sell	137,400 -2,200	-2%	-$110K	1.86%	9
2016 Q3	$7.26M	Buy	139,600 +2,200	+2%	+$118K	1.58%	18
2016 Q2	$7.67M	Sell	137,400 -4,409	-3%	-$229K	1.74%	16
2016 Q1	$7.67M	Hold	141,809	–	–	1.49%	13
2015 Q4	$6.55M	Hold	141,809	–	–	1.16%	20
2015 Q3	$6.17M	Buy	141,809 +67,400	+91%	+$3.11M	1.02%	17
2015 Q2	$3.47M	Buy	74,409 +20,000	+37%	+$979K	0.61%	49
2015 Q1	$2.65M	Buy	54,409 +36,535	+204%	+$1.76M	0.48%	54
2014 Q4	$836K	Hold	17,874	–	–	0.17%	91
2014 Q3	$893K	Hold	17,874	–	–	0.17%	102
2014 Q2	$875K	Hold	17,874	–	–	0.16%	99
2014 Q1	$851K	Buy	+17,874	New	+$845K	0.16%	105

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Yorktown Management & Research Company's VZ Position: Q1 2021 in Review

Yorktown Management & Research Company sold out of Verizon (VZ) in Q1 2021, closing a stake of 7,130 shares — an estimated $419K sold.

Yorktown Management & Research Company first reported a position in VZ in Q1 2014 and held it in 27 quarters. The position peaked at $7.67M in Q2 2016. 2,841 funds tracked by Wall St. Rank hold VZ as of Q1 2021.

Yorktown Management & Research Company reported no remaining Verizon position as of Q1 2021 after selling out during the quarter.
Yorktown Management & Research Company sold 7,130 Verizon shares in Q1 2021, an estimated $419K.
Yorktown Management & Research Company first reported a position in Verizon in Q1 2014 and held it in 27 quarters.
Yorktown Management & Research Company's Verizon position peaked at $7.67M in Q2 2016.
2,841 funds tracked by Wall St. Rank held Verizon as of Q1 2021.

Based on Yorktown Management & Research Company's 13F filing for Q1 2021, filed 11 May 2021.