QP
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Quilter Plc’s Velocity Financial VEL Stock Holding History

Quilter Plc’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
-63,027
Closed -$316K – 321
2020
Q3 		$316K Buy
63,027
+15,281
+32% +$67.3K 0.01% 189
2020
Q2 		$189K Buy
+47,746
New +$180K 0.01% 233

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
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

Quilter Plc's VEL Position: Q4 2020 in Review

Quilter Plc sold out of Velocity Financial (VEL) in Q4 2020, closing a stake of 63,027 shares — an estimated $316K sold.

Quilter Plc first reported a position in VEL in Q2 2020 and held it in 2 quarters. The position peaked at $316K in Q3 2020. 23 funds tracked by Wall St. Rank hold VEL as of Q4 2020.

  • Quilter Plc reported no remaining Velocity Financial position as of Q4 2020 after selling out during the quarter.
  • Quilter Plc sold 63,027 Velocity Financial shares in Q4 2020, an estimated $316K.
  • Quilter Plc first reported a position in Velocity Financial in Q2 2020 and held it in 2 quarters.
  • Quilter Plc's Velocity Financial position peaked at $316K in Q3 2020.
  • 23 funds tracked by Wall St. Rank held Velocity Financial as of Q4 2020.

Based on Quilter Plc's 13F filing for Q4 2020, filed 12 Feb 2021.