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EAM Investors’s Velocity Financial VEL Stock Holding History

EAM Investors’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
Q3 		– Sell
-51,598
Closed -$925K – 337
2024
Q2 		$925K Hold
51,598
– – 0.15% 172
2024
Q1 		$929K Buy
51,598
+6,121
+13% +$99.8K 0.14% 180
2023
Q4 		$783K Buy
+45,477
New +$616K 0.14% 173

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
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 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
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

EAM Investors's VEL Position: Q3 2024 in Review

EAM Investors sold out of Velocity Financial (VEL) in Q3 2024, closing a stake of 51,598 shares — an estimated $925K sold.

EAM Investors first reported a position in VEL in Q4 2023 and held it in 3 quarters. The position peaked at $929K in Q1 2024. 69 funds tracked by Wall St. Rank hold VEL as of Q3 2024.

  • EAM Investors reported no remaining Velocity Financial position as of Q3 2024 after selling out during the quarter.
  • EAM Investors sold 51,598 Velocity Financial shares in Q3 2024, an estimated $925K.
  • EAM Investors first reported a position in Velocity Financial in Q4 2023 and held it in 3 quarters.
  • EAM Investors's Velocity Financial position peaked at $929K in Q1 2024.
  • 69 funds tracked by Wall St. Rank held Velocity Financial as of Q3 2024.

Based on EAM Investors's 13F filing for Q3 2024, filed 13 Nov 2024.