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EA Series Trust’s Velocity Financial VEL Stock Holding History

EA Series Trust’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
Q2 		$1.09M Buy
+94,601
New +$913K 0.04% 590

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

EA Series Trust's VEL Position: Q2 2023 in Review

EA Series Trust opened a new position in Velocity Financial (VEL) in Q2 2023: 94,601 shares worth $1.09M. The stake represents 0.04% of the portfolio and ranks #590 among its holdings.

44 funds tracked by Wall St. Rank hold VEL as of Q2 2023.

  • EA Series Trust held 94,601 shares of Velocity Financial worth $1.09M as of Q2 2023.
  • Velocity Financial was a new EA Series Trust position in Q2 2023.
  • Velocity Financial made up 0.04% of EA Series Trust's portfolio in Q2 2023, its #590 holding.
  • 44 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.