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O'Shaughnessy Asset Management’s Velocity Financial VEL Stock Holding History

O'Shaughnessy 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
2021
Q4 		– Sell
-70
Closed -$1K – 2445
2021
Q3 		$1K Buy
+70
New +$892 ﹤0.01% 2651

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

O'Shaughnessy Asset Management's VEL Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of Velocity Financial (VEL) in Q4 2021, closing a stake of 70 shares — an estimated $1K sold.

O'Shaughnessy Asset Management first reported a position in VEL in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 44 funds tracked by Wall St. Rank hold VEL as of Q4 2021.

  • O'Shaughnessy Asset Management reported no remaining Velocity Financial position as of Q4 2021 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 70 Velocity Financial shares in Q4 2021, an estimated $1K.
  • O'Shaughnessy Asset Management first reported a position in Velocity Financial in Q3 2021 and held it in 1 quarter.
  • O'Shaughnessy Asset Management's Velocity Financial position peaked at $1K in Q3 2021.
  • 44 funds tracked by Wall St. Rank held Velocity Financial as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.