Cutler Group’s Valley National Bancorp VLY Stock Holding History

Cutler 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
2023 Q3	–	Sell	-5,500	Closed	-$2K	–	4364
2023 Q2	$2K	Sell	5,500 -10,000	-65%	-$79.5K	﹤0.01%	3136
2023 Q1	$7K	Buy	+15,500	New	+$171K	﹤0.01%	2577
2021 Q1	–	Sell	-7,500	Closed	-$2K	–	6350
2020 Q4	$2K	Buy	+7,500	New	+$65.2K	﹤0.01%	4260
2019 Q2	–	Sell	-4,700	Closed	-$1K	–	4856
2019 Q1	$1K	Buy	+4,700	New	+$47.8K	﹤0.01%	3831
2018 Q2	–	Sell	-4,400	Closed	-$2K	–	4955
2018 Q1	$2K	Buy	+4,400	New	+$54.9K	﹤0.01%	3861
2017 Q2	–	Sell	-125,000	Closed	-$78K	–	7149
2017 Q1	$78K	Buy	+125,000	New	+$1.5M	﹤0.01%	1980
2016 Q4	–	Sell	-30,000	Closed	-$15K	–	7391
2016 Q3	$15K	Buy	30,000 +6,000	+25%	+$56K	﹤0.01%	3744
2016 Q2	$28K	Hold	24,000	–	–	﹤0.01%	3016
2016 Q1	$20K	Buy	+24,000	New	+$218K	﹤0.01%	3305

Other funds holding VLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cutler Group's VLY Position: Q3 2023 in Review

Cutler Group sold out of Valley National Bancorp (VLY) in Q3 2023, closing a stake of 3,048 shares — an estimated $27.7K sold.

Cutler Group first reported a position in VLY in Q1 2016 and held it in 11 quarters. The position peaked at $310K in Q1 2016. 323 funds tracked by Wall St. Rank hold VLY as of Q3 2023.

Cutler Group reported no remaining Valley National Bancorp position as of Q3 2023 after selling out during the quarter.
Cutler Group sold 3,048 Valley National Bancorp shares in Q3 2023, an estimated $27.7K.
Cutler Group first reported a position in Valley National Bancorp in Q1 2016 and held it in 11 quarters.
Cutler Group's Valley National Bancorp position peaked at $310K in Q1 2016.
323 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2023.

Based on Cutler Group's 13F filing for Q3 2023, filed 7 Nov 2023.