55I LLC’s Valley National Bancorp VLY Stock Holding History

55I LLC’s Portfolio VLY Stock Details VLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-12,345	Closed	-$166K	–	497
2021 Q2	$166K	Buy	+12,345	New	+$172K	0.01%	391

Other funds holding VLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

55I LLC's VLY Position: Q3 2021 in Review

55I LLC sold out of Valley National Bancorp (VLY) in Q3 2021, closing a stake of 12,345 shares — an estimated $166K sold.

55I LLC first reported a position in VLY in Q2 2021 and held it in 1 quarter. The position peaked at $166K in Q2 2021. 307 funds tracked by Wall St. Rank hold VLY as of Q3 2021.

55I LLC reported no remaining Valley National Bancorp position as of Q3 2021 after selling out during the quarter.
55I LLC sold 12,345 Valley National Bancorp shares in Q3 2021, an estimated $166K.
55I LLC first reported a position in Valley National Bancorp in Q2 2021 and held it in 1 quarter.
55I LLC's Valley National Bancorp position peaked at $166K in Q2 2021.
307 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2021.

Based on 55I LLC's 13F filing for Q3 2021, filed 9 Nov 2021.