Barrow, Hanley, Mewhinney & Strauss
VLY icon

Barrow, Hanley, Mewhinney & Strauss’s Valley National Bancorp VLY Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
2024
Q3 		– Sell
-694
Closed -$4.84K – 354
2024
Q2 		$4.84K Buy
+694
New +$5.07K ﹤0.01% 246
2022
Q3 		– Sell
-226
Closed -$2K – 312
2022
Q2 		$2K Buy
+226
New +$2.69K ﹤0.01% 281
2021
Q2 		– Sell
-9,174
Closed -$126K – 341
2021
Q1 		$126K Sell
9,174
-1,410,685
-99% -$17M ﹤0.01% 217
2020
Q4 		$13.8M Sell
1,419,859
-613,322
-30% -$5.34M 0.05% 132
2020
Q3 		$13.9M Sell
2,033,181
-59,840
-3% -$444K 0.05% 132
2020
Q2 		$16.4M Buy
2,093,021
+1,366,043
+188% +$10.5M 0.06% 125
2020
Q1 		$5.31M Sell
726,978
-257,587
-26% -$2.52M 0.02% 125
2019
Q4 		$11.3M Sell
984,565
-4,018,861
-80% -$46.3M 0.04% 126
2019
Q3 		$54.4M Sell
5,003,426
-634,646
-11% -$6.79M 0.11% 109
2019
Q2 		$60.8M Sell
5,638,072
-625,792
-10% -$6.41M 0.11% 113
2019
Q1 		$60M Buy
6,263,864
+607,428
+11% +$6.18M 0.11% 115
2018
Q4 		$50.2M Sell
5,656,436
-406,513
-7% -$4.1M 0.1% 122
2018
Q3 		$68.2M Sell
6,062,949
-175,046
-3% -$2.11M 0.11% 121
2018
Q2 		$75.9M Sell
6,237,995
-323,709
-5% -$4.08M 0.12% 117
2018
Q1 		$81.8M Buy
6,561,704
+18,000
+0.3% +$224K 0.13% 106
2017
Q4 		$73.4M Sell
6,543,704
-166,000
-2% -$1.92M 0.11% 122
2017
Q3 		$80.9M Sell
6,709,704
-374,520
-5% -$4.32M 0.12% 111
2017
Q2 		$83.7M Hold
7,084,224
– – 0.13% 107
2017
Q1 		$83.6M Sell
7,084,224
-40,430
-0.6% -$485K 0.13% 113
2016
Q4 		$82.9M Sell
7,124,654
-115,700
-2% -$1.24M 0.12% 115
2016
Q3 		$70.4M Sell
7,240,354
-59,900
-0.8% -$559K 0.11% 118
2016
Q2 		$66.6M Sell
7,300,254
-399,500
-5% -$3.74M 0.1% 113
2016
Q1 		$73.5M Buy
7,699,754
+11,600
+0.2% +$105K 0.11% 104
2015
Q4 		$75.7M Buy
7,688,154
+2,768,343
+56% +$28.8M 0.11% 107
2015
Q3 		$48.4M Buy
+4,919,811
New +$48.4M 0.07% 129

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's VLY Position: Q3 2024 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Valley National Bancorp (VLY) in Q3 2024, closing a stake of 694 shares — an estimated $4.84K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in VLY in Q3 2015 and held it in 25 quarters. The position peaked at $83.7M in Q2 2017. 352 funds tracked by Wall St. Rank hold VLY as of Q3 2024.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining Valley National Bancorp position as of Q3 2024 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 694 Valley National Bancorp shares in Q3 2024, an estimated $4.84K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Valley National Bancorp in Q3 2015 and held it in 25 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's Valley National Bancorp position peaked at $83.7M in Q2 2017.
  • 352 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2024.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q3 2024, filed 13 Nov 2024.