Everence Capital Management’s Veritex Holdings VBTX Stock Holding History

Everence Capital Management’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
2024 Q4	–	Sell	-12,430	Closed	-$327K	–	1037
2024 Q3	$327K	Hold	12,430	–	–	0.02%	555
2024 Q2	$242	Hold	12,430	–	–	0.02%	614
2024 Q1	$255	Buy	+12,430	New	+$257K	0.02%	622
2023 Q4	–	Sell	-11,700	Closed	-$210	–	803
2023 Q3	$210	Sell	11,700 -1,350	-10%	-$26K	0.02%	657
2023 Q2	$225K	Hold	13,050	–	–	0.02%	615
2023 Q1	$238	Hold	13,050	–	–	0.02%	620
2022 Q4	$366	Hold	13,050	–	–	0.03%	469
2022 Q3	$347K	Hold	13,050	–	–	0.03%	469
2022 Q2	$382K	Hold	13,050	–	–	0.03%	439
2022 Q1	$498K	Hold	13,050	–	–	0.04%	397
2021 Q4	$519K	Hold	13,050	–	–	0.04%	402
2021 Q3	$514K	Hold	13,050	–	–	0.04%	389
2021 Q2	$462K	Hold	13,050	–	–	0.04%	416
2021 Q1	$427K	Hold	13,050	–	–	0.04%	427
2020 Q4	$335K	Hold	13,050	–	–	0.03%	474
2020 Q3	$222K	Hold	13,050	–	–	0.02%	555
2020 Q2	$229K	Hold	13,050	–	–	0.03%	541
2020 Q1	$182K	Hold	13,050	–	–	0.03%	534
2019 Q4	$380K	Hold	13,050	–	–	0.06%	390
2019 Q3	$317K	Hold	13,050	–	–	0.05%	414
2019 Q2	$339K	Hold	13,050	–	–	0.06%	392
2019 Q1	$316K	Buy	+13,050	New	+$330K	0.06%	389

Other funds holding VBTX

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Everence Capital Management's VBTX Position: Q4 2024 in Review

Everence Capital Management sold out of Veritex Holdings (VBTX) in Q4 2024, closing a stake of 12,430 shares — an estimated $327K sold.

Everence Capital Management first reported a position in VBTX in Q1 2019 and held it in 22 quarters. The position peaked at $519K in Q4 2021. 240 funds tracked by Wall St. Rank hold VBTX as of Q4 2024.

Everence Capital Management reported no remaining Veritex Holdings position as of Q4 2024 after selling out during the quarter.
Everence Capital Management sold 12,430 Veritex Holdings shares in Q4 2024, an estimated $327K.
Everence Capital Management first reported a position in Veritex Holdings in Q1 2019 and held it in 22 quarters.
Everence Capital Management's Veritex Holdings position peaked at $519K in Q4 2021.
240 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.