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Monarch Partners Asset Management’s Velocity Financial VEL Stock Holding History

Monarch Partners Asset 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
2020
Q4 		– Sell
-357,385
Closed -$1.79M – 220
2020
Q3 		$1.79M Buy
357,385
+100,560
+39% +$443K 0.4% 80
2020
Q2 		$1.01M Buy
256,825
+164,450
+178% +$618K 0.25% 88
2020
Q1 		$696K Buy
+92,375
New +$1.08M 0.24% 86

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 $258M AUM 20.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Monarch Partners Asset Management's VEL Position: Q4 2020 in Review

Monarch Partners Asset Management sold out of Velocity Financial (VEL) in Q4 2020, closing a stake of 357,385 shares — an estimated $1.79M sold.

Monarch Partners Asset Management first reported a position in VEL in Q1 2020 and held it in 3 quarters. The position peaked at $1.79M in Q3 2020. 23 funds tracked by Wall St. Rank hold VEL as of Q4 2020.

  • Monarch Partners Asset Management reported no remaining Velocity Financial position as of Q4 2020 after selling out during the quarter.
  • Monarch Partners Asset Management sold 357,385 Velocity Financial shares in Q4 2020, an estimated $1.79M.
  • Monarch Partners Asset Management first reported a position in Velocity Financial in Q1 2020 and held it in 3 quarters.
  • Monarch Partners Asset Management's Velocity Financial position peaked at $1.79M in Q3 2020.
  • 23 funds tracked by Wall St. Rank held Velocity Financial as of Q4 2020.

Based on Monarch Partners Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.