AC
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Almitas Capital’s Velocity Financial VEL Stock Holding History

Almitas Capital’s Portfolio VEL Stock Details VEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,120
Closed -$209K – 115
2023
Q4 		$209K Hold
12,120
– – 0.07% 103
2023
Q3 		$137K Hold
12,120
– – 0.07% 81
2023
Q2 		$150K Hold
12,120
– – 0.06% 90
2023
Q1 		$109K Hold
12,120
– – 0.05% 93
2022
Q4 		$117K Hold
12,120
– – 0.05% 100
2022
Q3 		$131K Hold
12,120
– – 0.1% 59
2022
Q2 		$133K Sell
12,120
-1,597
-12% -$17K 0.07% 78
2022
Q1 		$150K Buy
+13,717
New +$169K 0.09% 61
2020
Q4 		$633K Buy
+101,647
New +$555K 0.64% 32

Other funds holding VEL

SPG
Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Almitas Capital's VEL Position: Q1 2024 in Review

Almitas Capital sold out of Velocity Financial (VEL) in Q1 2024, closing a stake of 12,120 shares — an estimated $209K sold.

Almitas Capital first reported a position in VEL in Q4 2020 and held it in 9 quarters. The position peaked at $633K in Q4 2020. 51 funds tracked by Wall St. Rank hold VEL as of Q1 2024.

  • Almitas Capital reported no remaining Velocity Financial position as of Q1 2024 after selling out during the quarter.
  • Almitas Capital sold 12,120 Velocity Financial shares in Q1 2024, an estimated $209K.
  • Almitas Capital first reported a position in Velocity Financial in Q4 2020 and held it in 9 quarters.
  • Almitas Capital's Velocity Financial position peaked at $633K in Q4 2020.
  • 51 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2024.

Based on Almitas Capital's 13F filing for Q1 2024, filed 14 May 2024.