Wellington Management Group
VEL icon

Wellington Management Group’s Velocity Financial VEL Stock Holding History

Wellington Management Group’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
2023
Q1 		– Sell
-406,762
Closed -$3.93M – 2110
2022
Q4 		$3.93M Sell
406,762
-45,572
-10% -$457K ﹤0.01% 1331
2022
Q3 		$4.9M Hold
452,334
– – ﹤0.01% 1292
2022
Q2 		$4.97M Sell
452,334
-54,900
-11% -$583K ﹤0.01% 1325
2022
Q1 		$5.55M Sell
507,234
-75,558
-13% -$930K ﹤0.01% 1369
2021
Q4 		$7.98M Sell
582,792
-337,756
-37% -$4.35M ﹤0.01% 1321
2021
Q3 		$12.1M Sell
920,548
-107,642
-10% -$1.37M ﹤0.01% 1217
2021
Q2 		$12.8M Sell
1,028,190
-728,044
-41% -$7.72M ﹤0.01% 1201
2021
Q1 		$15.6M Sell
1,756,234
-231,300
-12% -$1.77M ﹤0.01% 1130
2020
Q4 		$12.4M Buy
1,987,534
+210,000
+12% +$1.15M ﹤0.01% 1132
2020
Q3 		$8.92M Buy
1,777,534
+151,097
+9% +$666K ﹤0.01% 1144
2020
Q2 		$6.42M Buy
1,626,437
+894,929
+122% +$3.36M ﹤0.01% 1164
2020
Q1 		$5.51M Buy
+731,508
New +$8.53M ﹤0.01% 1172

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group's VEL Position: Q1 2023 in Review

Wellington Management Group sold out of Velocity Financial (VEL) in Q1 2023, closing a stake of 406,762 shares — an estimated $3.93M sold.

Wellington Management Group first reported a position in VEL in Q1 2020 and held it in 12 quarters. The position peaked at $15.6M in Q1 2021. 41 funds tracked by Wall St. Rank hold VEL as of Q1 2023.

  • Wellington Management Group reported no remaining Velocity Financial position as of Q1 2023 after selling out during the quarter.
  • Wellington Management Group sold 406,762 Velocity Financial shares in Q1 2023, an estimated $3.93M.
  • Wellington Management Group first reported a position in Velocity Financial in Q1 2020 and held it in 12 quarters.
  • Wellington Management Group's Velocity Financial position peaked at $15.6M in Q1 2021.
  • 41 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2023.

Based on Wellington Management Group's 13F filing for Q1 2023, filed 12 May 2023.