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Beese Fulmer Investment Management’s Valley National Bancorp VLY Stock Holding History

Beese Fulmer Investment Management’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
Q3 		– Sell
-320
Closed -$3K – 528
2020
Q2 		$3K Buy
+320
New +$2.46K ﹤0.01% 565

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Beese Fulmer Investment Management's VLY Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Valley National Bancorp (VLY) in Q3 2020, closing a stake of 320 shares — an estimated $3K sold.

Beese Fulmer Investment Management first reported a position in VLY in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 291 funds tracked by Wall St. Rank hold VLY as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Valley National Bancorp position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 320 Valley National Bancorp shares in Q3 2020, an estimated $3K.
  • Beese Fulmer Investment Management first reported a position in Valley National Bancorp in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Valley National Bancorp position peaked at $3K in Q2 2020.
  • 291 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.