UBS AM
VLD

UBS AM’s Velo3D, Inc. VLD Stock Holding History

UBS AM’s Portfolio VLD Stock Details VLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,527
Closed -$247K – 2614
2023
Q3 		$247K Buy
4,527
+1,018
+29% +$63.2K ﹤0.01% 2470
2023
Q2 		$279K Hold
3,509
– – ﹤0.01% 2493
2023
Q1 		$279K Hold
3,509
– – ﹤0.01% 2493
2022
Q4 		$220K Buy
3,509
+541
+18% +$52.6K ﹤0.01% 2420
2022
Q3 		$409K Sell
2,968
-1,812
-38% -$235K ﹤0.01% 2415
2022
Q2 		$231K Buy
+4,780
New +$559K ﹤0.01% 2547

Other funds holding VLD

DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return

UBS AM's VLD Position: Q4 2023 in Review

UBS AM sold out of Velo3D, Inc. (VLD) in Q4 2023, closing a stake of 4,527 shares — an estimated $247K sold.

UBS AM first reported a position in VLD in Q2 2022 and held it in 6 quarters. The position peaked at $409K in Q3 2022. 88 funds tracked by Wall St. Rank hold VLD as of Q4 2023.

  • UBS AM reported no remaining Velo3D, Inc. position as of Q4 2023 after selling out during the quarter.
  • UBS AM sold 4,527 Velo3D, Inc. shares in Q4 2023, an estimated $247K.
  • UBS AM first reported a position in Velo3D, Inc. in Q2 2022 and held it in 6 quarters.
  • UBS AM's Velo3D, Inc. position peaked at $409K in Q3 2022.
  • 88 funds tracked by Wall St. Rank held Velo3D, Inc. as of Q4 2023.

Based on UBS AM's 13F filing for Q4 2023, filed 14 Feb 2024.