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Aperio Group’s Valley National Bancorp VLY Stock Holding History

Aperio Group’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
2020
Q4 		$1.18M Sell
120,708
-100
-0.1% -$870 ﹤0.01% 1503
2020
Q3 		$828K Sell
120,808
-42,183
-26% -$313K ﹤0.01% 1541
2020
Q2 		$1.27M Sell
162,991
-37,711
-19% -$289K ﹤0.01% 1308
2020
Q1 		$1.47M Sell
200,702
-47,524
-19% -$465K 0.01% 1150
2019
Q4 		$2.84M Buy
248,226
+109,025
+78% +$1.25M 0.01% 943
2019
Q3 		$1.51M Sell
139,201
-5,473
-4% -$58.6K 0.01% 1184
2019
Q2 		$1.56M Buy
144,674
+487
+0.3% +$4.99K 0.01% 1183
2019
Q1 		$1.38M Buy
144,187
+3,216
+2% +$32.7K 0.01% 1200
2018
Q4 		$1.25M Buy
140,971
+93,470
+197% +$943K 0.01% 1182
2018
Q3 		$534K Sell
47,501
-358
-0.7% -$4.32K ﹤0.01% 1729
2018
Q2 		$582K Sell
47,859
-2,323
-5% -$29.3K ﹤0.01% 1675
2018
Q1 		$625K Buy
50,182
+2,350
+5% +$29.3K ﹤0.01% 1585
2017
Q4 		$537K Sell
47,832
-10,262
-18% -$119K ﹤0.01% 1666
2017
Q3 		$700K Buy
58,094
+7,923
+16% +$91.3K ﹤0.01% 1487
2017
Q2 		$593K Buy
50,171
+11,963
+31% +$140K ﹤0.01% 1547
2017
Q1 		$451K Buy
38,208
+6,632
+21% +$79.6K ﹤0.01% 1609
2016
Q4 		$368K Buy
31,576
+9,030
+40% +$96.5K ﹤0.01% 1689
2016
Q3 		$219K Buy
22,546
+506
+2% +$4.72K ﹤0.01% 1897
2016
Q2 		$201K Buy
22,040
+44
+0.2% +$412 ﹤0.01% 1862
2016
Q1 		$210K Buy
21,996
+8,824
+67% +$80.2K ﹤0.01% 1849
2015
Q4 		$130K Buy
13,172
+244
+2% +$2.54K ﹤0.01% 1896
2015
Q3 		$127K Buy
12,928
+2,186
+20% +$21.5K ﹤0.01% 1834
2015
Q2 		$111K Buy
+10,742
New +$105K ﹤0.01% 1939
2015
Q1 		– Sell
-15,252
Closed -$148K – 1998
2014
Q4 		$148K Sell
15,252
-7,302
-32% -$70.7K ﹤0.01% 1795
2014
Q3 		$219K Sell
22,554
-4,002
-15% -$39.4K ﹤0.01% 1555
2014
Q2 		$263K Sell
26,556
-4,330
-14% -$43.5K ﹤0.01% 1462
2014
Q1 		$322K Buy
+30,886
New +$310K ﹤0.01% 1573
2013
Q4 		– Sell
-28,995
Closed -$291K – 1550
2013
Q3 		$289K Buy
28,995
+12,051
+71% +$122K 0.01% 1443
2013
Q2 		$160K Buy
+16,944
New +$158K ﹤0.01% 1540

Other funds holding VLY

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aperio Group's VLY Position: Q4 2020 in Review

Aperio Group reduced its Valley National Bancorp (VLY) stake by 0.08% in Q4 2020, selling an estimated $870 and leaving 120,708 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

Aperio Group first reported a position in VLY in Q2 2013 and has held it in 29 quarters since. The position peaked at $2.84M in Q4 2019. 286 funds tracked by Wall St. Rank hold VLY as of Q4 2020.

  • Aperio Group held 120,708 shares of Valley National Bancorp worth $1.18M as of Q4 2020.
  • Aperio Group sold 100 Valley National Bancorp shares in Q4 2020, an estimated $870.
  • Valley National Bancorp made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1503 holding.
  • Aperio Group first reported a position in Valley National Bancorp in Q2 2013 and has held it in 29 quarters since.
  • Aperio Group's Valley National Bancorp position peaked at $2.84M in Q4 2019.
  • 286 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.