Boston Partners
VBTX

Boston Partners’s Veritex Holdings VBTX Stock Holding History

Boston Partners’s Portfolio VBTX Stock Details VBTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-700,132
Closed -$13M – 761
2023
Q2 		$13M Buy
700,132
+13,186
+2% +$235K 0.02% 348
2023
Q1 		$12.4M Sell
686,946
-6,477
-0.9% -$165K 0.02% 343
2022
Q4 		$19.5M Buy
693,423
+671,577
+3,074% +$20M 0.03% 306
2022
Q3 		$690K Buy
+21,846
New +$661K ﹤0.01% 559

Other funds holding VBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Boston Partners's VBTX Position: Q3 2023 in Review

Boston Partners sold out of Veritex Holdings (VBTX) in Q3 2023, closing a stake of 700,132 shares — an estimated $13M sold.

Boston Partners first reported a position in VBTX in Q3 2022 and held it in 4 quarters. The position peaked at $19.5M in Q4 2022. 204 funds tracked by Wall St. Rank hold VBTX as of Q3 2023.

  • Boston Partners reported no remaining Veritex Holdings position as of Q3 2023 after selling out during the quarter.
  • Boston Partners sold 700,132 Veritex Holdings shares in Q3 2023, an estimated $13M.
  • Boston Partners first reported a position in Veritex Holdings in Q3 2022 and held it in 4 quarters.
  • Boston Partners's Veritex Holdings position peaked at $19.5M in Q4 2022.
  • 204 funds tracked by Wall St. Rank held Veritex Holdings as of Q3 2023.

Based on Boston Partners's 13F filing for Q3 2023, filed 8 Nov 2023.