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VELA Investment Management’s MBIA MBI Stock Holding History

VELA Investment Management’s Portfolio MBI Stock Details MBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-71,110
Closed -$614K – 143
2023
Q2 		$614K Hold
71,110
– – 0.28% 100
2023
Q1 		$658K Buy
71,110
+17,926
+34% +$214K 0.3% 98
2022
Q4 		$683K Buy
53,184
+3,276
+7% +$37.4K 0.34% 89
2022
Q3 		$459K Buy
+49,908
New +$592K 0.26% 102

Other funds holding MBI

KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VELA Investment Management's MBI Position: Q3 2023 in Review

VELA Investment Management sold out of MBIA (MBI) in Q3 2023, closing a stake of 71,110 shares — an estimated $614K sold.

VELA Investment Management first reported a position in MBI in Q3 2022 and held it in 4 quarters. The position peaked at $683K in Q4 2022. 130 funds tracked by Wall St. Rank hold MBI as of Q3 2023.

  • VELA Investment Management reported no remaining MBIA position as of Q3 2023 after selling out during the quarter.
  • VELA Investment Management sold 71,110 MBIA shares in Q3 2023, an estimated $614K.
  • VELA Investment Management first reported a position in MBIA in Q3 2022 and held it in 4 quarters.
  • VELA Investment Management's MBIA position peaked at $683K in Q4 2022.
  • 130 funds tracked by Wall St. Rank held MBIA as of Q3 2023.

Based on VELA Investment Management's 13F filing for Q3 2023, filed 7 Nov 2023.