Capital World Investors’s Valley National Bancorp VLY Stock Holding History

Capital World Investors’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 Q2	–	Sell	-2,372,383	Closed	-$21.9M	–	529
2023 Q1	$21.9M	Sell	2,372,383 -3,122,617	-57%	-$34.5M	﹤0.01%	437
2022 Q4	$62.1M	Hold	5,495,000	–	–	0.01%	371
2022 Q3	$59.3M	Hold	5,495,000	–	–	0.01%	378
2022 Q2	$57.2M	Hold	5,495,000	–	–	0.01%	380
2022 Q1	$71.5M	Buy	5,495,000 +928,000	+20%	+$12.9M	0.01%	387
2021 Q4	$62.8M	Hold	4,567,000	–	–	0.01%	415
2021 Q3	$60.8M	Hold	4,567,000	–	–	0.01%	421
2021 Q2	$61.3M	Hold	4,567,000	–	–	0.01%	429
2021 Q1	$62.8M	Buy	+4,567,000	New	+$55M	0.01%	412

Other funds holding VLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital World Investors's VLY Position: Q2 2023 in Review

Capital World Investors sold out of Valley National Bancorp (VLY) in Q2 2023, closing a stake of 2,372,383 shares — an estimated $21.9M sold.

Capital World Investors first reported a position in VLY in Q1 2021 and held it in 9 quarters. The position peaked at $71.5M in Q1 2022. 328 funds tracked by Wall St. Rank hold VLY as of Q2 2023.

Capital World Investors reported no remaining Valley National Bancorp position as of Q2 2023 after selling out during the quarter.
Capital World Investors sold 2,372,383 Valley National Bancorp shares in Q2 2023, an estimated $21.9M.
Capital World Investors first reported a position in Valley National Bancorp in Q1 2021 and held it in 9 quarters.
Capital World Investors's Valley National Bancorp position peaked at $71.5M in Q1 2022.
328 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2023.

Based on Capital World Investors's 13F filing for Q2 2023, filed 11 Aug 2023.