Credit Suisse’s Velocity Financial VEL Stock Holding History

Credit Suisse’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
2022 Q4	–	Sell	-47	Closed	–	–	4145
2022 Q3	$0	Buy	47 +2	+4%	+$23	﹤0.01%	4311
2022 Q2	$0	Buy	+45	New	+$478	﹤0.01%	4341

Other funds holding VEL

SPG

Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return

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 Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Credit Suisse's VEL Position: Q4 2022 in Review

Credit Suisse sold out of Velocity Financial (VEL) in Q4 2022, closing a stake of 47 shares.

Credit Suisse first reported a position in VEL in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 44 funds tracked by Wall St. Rank hold VEL as of Q4 2022.

Credit Suisse reported no remaining Velocity Financial position as of Q4 2022 after selling out during the quarter.
Credit Suisse sold 47 Velocity Financial shares in Q4 2022.
Credit Suisse first reported a position in Velocity Financial in Q2 2022 and held it in 2 quarters.
Credit Suisse's Velocity Financial position peaked at $0 in Q3 2022.
44 funds tracked by Wall St. Rank held Velocity Financial as of Q4 2022.

Based on Credit Suisse's 13F filing for Q4 2022, filed 13 Feb 2023.