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Clarus Group’s Valley National Bancorp VLY Stock Holding History

Clarus 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
2022
Q3 		– Sell
-94,129
Closed -$980K – 103
2022
Q2 		$980K Sell
94,129
-16,877
-15% -$200K 0.82% 21
2022
Q1 		$1.45M Hold
111,006
– – 0.98% 17
2021
Q4 		$1.49M Hold
111,006
– – 1% 18
2021
Q3 		$1.48M Hold
111,006
– – 1.02% 18
2021
Q2 		$1.48M Hold
111,006
– – 1.11% 19
2021
Q1 		$1.52M Hold
111,006
– – 1.27% 19
2020
Q4 		$1.3M Buy
+111,006
New +$966K 1.13% 17

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Clarus Group's VLY Position: Q3 2022 in Review

Clarus Group sold out of Valley National Bancorp (VLY) in Q3 2022, closing a stake of 94,129 shares — an estimated $980K sold.

Clarus Group first reported a position in VLY in Q4 2020 and held it in 7 quarters. The position peaked at $1.52M in Q1 2021. 331 funds tracked by Wall St. Rank hold VLY as of Q3 2022.

  • Clarus Group reported no remaining Valley National Bancorp position as of Q3 2022 after selling out during the quarter.
  • Clarus Group sold 94,129 Valley National Bancorp shares in Q3 2022, an estimated $980K.
  • Clarus Group first reported a position in Valley National Bancorp in Q4 2020 and held it in 7 quarters.
  • Clarus Group's Valley National Bancorp position peaked at $1.52M in Q1 2021.
  • 331 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2022.

Based on Clarus Group's 13F filing for Q3 2022, filed 10 Nov 2022.