VZ β€” VERIZON COMMUNICATIONS COM

Ownership history in PEAK6 Group LLC  Β·  70 quarters on record

This page tracks every 13F SEC filing in which PEAK6 Group LLC reported a position in VERIZON COMMUNICATIONS COM (VZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.97% (2011 Q4)
πŸ“Š Avg. % of fund
0.11%
πŸ“… First filed
2006 Q4
πŸ“… Last filed
2018 Q2
⏱ Quarters held
70

Position Intelligence

PEAK6 Group LLC Γ— VZ AI Analytics

πŸ“ˆ PEAK6 Group LLC outperformed the S&P 500 by +0.4% annually on this VZ position. Timing score: 53% (35/66 decisions correct). Average cost basis: $23.50. Maximum drawdown during holding period: –26.2%.

πŸ“ˆ Position Alpha vs SPY
+0.4%
annualised excess return

➑️ Roughly in line with S&P 500 (±1% alpha range).
68 quarters analyzed

⏱️ Timing Score
53%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
35 of 66 add/trim decisions correct

πŸ’° Entry Quality
$23.50
+40.2% vs current ($32.94)

Best entry: $11.72 (2009 Q1)  Β·  Worst: $33.84 (2017 Q4)

πŸ›‘οΈ Drawdown Resilience
–26.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
51%
buy-side decisions

35 adds Β· 33 trims. Bought during 9 of 19 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.18% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    VZ price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2018 Q2 ADDED 841,200 +603,200 +253.4% 0.18% $42.3M $32.94
2018 Q2 ADDED 238,000 +108,800 +84.2% 0.05% $12.0M $32.94
2018 Q1 ADDED 129,200 +29,000 +28.9% 0.03% $6.2M $30.92
2018 Q1 ADDED 100,200 +85,704 +591.2% 0.02% $4.8M $30.92
2018 Q1 REDUCED 14,496 -534,604 -97.4% 0.00% $693K $30.92
2017 Q4 ADDED 549,100 +297,500 +118.2% 0.14% $29.1M $33.84
2017 Q4 ADDED 251,600 +164,700 +189.5% 0.06% $13.3M $33.84
2017 Q3 REDUCED 86,900 -912,100 -91.3% 0.02% $4.3M $31.26
2017 Q3 ADDED 999,000 +944,200 +1723.0% 0.25% $49.4M $31.26
2017 Q2 REDUCED 54,800 -176,400 -76.3% 0.01% $2.4M $27.85
60 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VZ

As of 2025 Q4 β€” sorted by position size

PORTLAND INVESTMENT COUNSEL INC. 3Y 7Y 10.61% Heathbridge Capital Management Ltd. 3Y 7Y 8.28% TERRIL BROTHERS, INC. 3Y 7Y 7.36% Almanack Investment Partners, LLC. 3Y 7Y 6.48% Te Ahumairangi Investment Management Ltd 3Y 6.34% PARK CIRCLE Co 3Y 7Y 6.04% WILSEY ASSET MANAGEMENT INC 3Y 7Y 5.75% Patrick Mauro Investment Advisor, INC. 3Y 5.69% KETTLE HILL CAPITAL MANAGEMENT, LLC 3Y 7Y 5.24% Credit Capital Investments LLC 3Y 7Y 5.23%
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