Laurion Capital Management’s Velocity Financial VEL Stock Holding History

Laurion Capital Management’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	–	Sell	-11,212	Closed	-$101K	–	702
2023 Q1	$101K	Sell	11,212 -2,341	-17%	-$22.4K	﹤0.01%	400
2022 Q4	$131K	Hold	13,553	–	–	﹤0.01%	386
2022 Q3	$147K	Sell	13,553 -828	-6%	-$9.48K	﹤0.01%	443
2022 Q2	$158K	Sell	14,381 -5,370	-27%	-$57K	﹤0.01%	390
2022 Q1	$216K	Hold	19,751	–	–	﹤0.01%	473
2021 Q4	$271K	Hold	19,751	–	–	﹤0.01%	468
2021 Q3	$260K	Hold	19,751	–	–	﹤0.01%	615
2021 Q2	$247K	Sell	19,751 -249	-1%	-$2.64K	﹤0.01%	627
2021 Q1	$177K	Hold	20,000	–	–	﹤0.01%	707
2020 Q4	$125K	Hold	20,000	–	–	﹤0.01%	596
2020 Q3	$100K	Sell	20,000 -823	-4%	-$3.63K	﹤0.01%	771
2020 Q2	$82K	Buy	20,823 +823	+4%	+$3.09K	﹤0.01%	826
2020 Q1	$151K	Buy	+20,000	New	+$233K	﹤0.01%	684

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

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

EST

EA Series Trust Havertown, Pennsylvania $2.84B AUM

Laurion Capital Management's VEL Position: Q2 2023 in Review

Laurion Capital Management sold out of Velocity Financial (VEL) in Q2 2023, closing a stake of 11,212 shares — an estimated $101K sold.

Laurion Capital Management first reported a position in VEL in Q1 2020 and held it in 13 quarters. The position peaked at $271K in Q4 2021. 44 funds tracked by Wall St. Rank hold VEL as of Q2 2023.

Laurion Capital Management reported no remaining Velocity Financial position as of Q2 2023 after selling out during the quarter.
Laurion Capital Management sold 11,212 Velocity Financial shares in Q2 2023, an estimated $101K.
Laurion Capital Management first reported a position in Velocity Financial in Q1 2020 and held it in 13 quarters.
Laurion Capital Management's Velocity Financial position peaked at $271K in Q4 2021.
44 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2023.

Based on Laurion Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.