Boston Partners
VEL icon

Boston Partners’s Velocity Financial VEL Stock Holding History

Boston Partners’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
2023
Q1 		– Sell
-305,442
Closed -$2.95M – 758
2022
Q4 		$2.95M Sell
305,442
-39,503
-11% -$396K ﹤0.01% 422
2022
Q3 		$3.74M Sell
344,945
-10,660
-3% -$122K 0.01% 406
2022
Q2 		$3.91M Sell
355,605
-11,155
-3% -$118K 0.01% 393
2022
Q1 		$4.01M Sell
366,760
-4,081
-1% -$50.3K ﹤0.01% 407
2021
Q4 		$5.08M Sell
370,841
-3,302
-0.9% -$42.6K 0.01% 384
2021
Q3 		$4.92M Buy
374,143
+3,840
+1% +$48.9K 0.01% 384
2021
Q2 		$4.63M Sell
370,303
-52,446
-12% -$556K 0.01% 384
2021
Q1 		$3.75M Buy
422,749
+39,431
+10% +$301K 0.01% 411
2020
Q4 		$2.39M Sell
383,318
-1,796
-0.5% -$9.81K ﹤0.01% 417
2020
Q3 		$1.93M Sell
385,114
-30,089
-7% -$133K ﹤0.01% 429
2020
Q2 		$1.64M Sell
415,203
-92,141
-18% -$346K ﹤0.01% 447
2020
Q1 		$3.82M Buy
+507,344
New +$5.92M 0.01% 377

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners's VEL Position: Q1 2023 in Review

Boston Partners sold out of Velocity Financial (VEL) in Q1 2023, closing a stake of 305,442 shares — an estimated $2.95M sold.

Boston Partners first reported a position in VEL in Q1 2020 and held it in 12 quarters. The position peaked at $5.08M in Q4 2021. 41 funds tracked by Wall St. Rank hold VEL as of Q1 2023.

  • Boston Partners reported no remaining Velocity Financial position as of Q1 2023 after selling out during the quarter.
  • Boston Partners sold 305,442 Velocity Financial shares in Q1 2023, an estimated $2.95M.
  • Boston Partners first reported a position in Velocity Financial in Q1 2020 and held it in 12 quarters.
  • Boston Partners's Velocity Financial position peaked at $5.08M in Q4 2021.
  • 41 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2023.

Based on Boston Partners's 13F filing for Q1 2023, filed 9 May 2023.