BTW
VLY icon

Boston Trust Walden’s Valley National Bancorp VLY Stock Holding History

Boston Trust Walden’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
2023
Q1 		– Sell
-14,524
Closed -$164K – 373
2022
Q4 		$164K Sell
14,524
-14,525
-50% -$171K ﹤0.01% 361
2022
Q3 		$314K Sell
29,049
-14,524
-33% -$168K ﹤0.01% 326
2022
Q2 		$454K Hold
43,573
– – ﹤0.01% 309
2022
Q1 		$567K Buy
+43,573
New +$607K ﹤0.01% 308

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Boston Trust Walden's VLY Position: Q1 2023 in Review

Boston Trust Walden sold out of Valley National Bancorp (VLY) in Q1 2023, closing a stake of 14,524 shares — an estimated $164K sold.

Boston Trust Walden first reported a position in VLY in Q1 2022 and held it in 4 quarters. The position peaked at $567K in Q1 2022. 332 funds tracked by Wall St. Rank hold VLY as of Q1 2023.

  • Boston Trust Walden reported no remaining Valley National Bancorp position as of Q1 2023 after selling out during the quarter.
  • Boston Trust Walden sold 14,524 Valley National Bancorp shares in Q1 2023, an estimated $164K.
  • Boston Trust Walden first reported a position in Valley National Bancorp in Q1 2022 and held it in 4 quarters.
  • Boston Trust Walden's Valley National Bancorp position peaked at $567K in Q1 2022.
  • 332 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2023.

Based on Boston Trust Walden's 13F filing for Q1 2023, filed 19 Apr 2023.