SEC 13F Intelligence

Eagle Ridge Investment Management / VZ

Eagle Ridge Investment Management’s Verizon Communications Inc Position

Does Eagle Ridge Investment Management own Verizon Communications Inc (VZ)? Yes — 648.5K shares worth $26M (+2.26% of its 13F portfolio) as of Q4 2024, down from 651.0K shares the prior filed quarter.

Position Value
$26M
Q4 2024
Shares
648.5K
% of Portfolio
+2.26%
Quarters Held
11
currently held

Position History VZ

Reported value by quarter
Q3 ’20: $274,000Q3 ’20Q2 ’22: $313,000Q4 ’22: $24MQ4 ’22Q1 ’23: $24MQ2 ’23: $24MQ2 ’23Q3 ’23: $21MQ4 ’23: $24MQ4 ’23Q1 ’24: $27MQ2 ’24: $27MQ2 ’24Q3 ’24: $29MQ4 ’24: $26MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024648.5K$26M+2.26%
Q3 2024651.0K$29M+2.56%
Q2 2024643.4K$27M+2.46%
Q1 2024641.7K$27M+2.48%
Q4 2023640.9K$24M+2.37%
Q3 2023640.8K$21M+2.26%
Q2 2023636.6K$24M+2.49%
Q1 2023624.4K$24M+2.73%
Q4 2022619.8K$24M+2.85%
Q2 20226.2K$313,000+0.04%
Q3 20204.6K$274,000+0.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Eagle Ridge Investment Management’s full portfolio or all institutional holders of VZ.