Darwin Wealth Management’s Valley National Bancorp VLY Stock Holding History

Darwin Wealth 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
2021 Q1	–	Sell	-10,562	Closed	-$102K	–	185
2020 Q4	$102K	Sell	10,562 -5,746	-35%	-$50K	0.02%	161
2020 Q3	$111K	Buy	16,308 +227	+1%	+$1.69K	0.02%	151
2020 Q2	$125K	Buy	16,081 +244	+2%	+$1.87K	0.03%	155
2020 Q1	$115K	Buy	15,837 +249	+2%	+$2.44K	0.04%	167
2019 Q4	$178K	Sell	15,588 -2,813	-15%	-$32.4K	0.05%	156
2019 Q3	$200K	Hold	18,401	–	–	0.06%	142
2019 Q2	$198K	Sell	18,401 -18,001	-49%	-$184K	0.06%	145
2019 Q1	$349K	Buy	+36,402	New	+$371K	0.12%	111
2018 Q4	–	Sell	-36,002	Closed	-$405K	–	128
2018 Q3	$405K	Hold	36,002	–	–	0.23%	75
2018 Q2	$438K	Hold	36,002	–	–	0.28%	71
2018 Q1	$449K	Buy	+36,002	New	+$449K	0.33%	70

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Darwin Wealth Management's VLY Position: Q1 2021 in Review

Darwin Wealth Management sold out of Valley National Bancorp (VLY) in Q1 2021, closing a stake of 10,562 shares — an estimated $102K sold.

Darwin Wealth Management first reported a position in VLY in Q1 2018 and held it in 11 quarters. The position peaked at $449K in Q1 2018. 288 funds tracked by Wall St. Rank hold VLY as of Q1 2021.

Darwin Wealth Management reported no remaining Valley National Bancorp position as of Q1 2021 after selling out during the quarter.
Darwin Wealth Management sold 10,562 Valley National Bancorp shares in Q1 2021, an estimated $102K.
Darwin Wealth Management first reported a position in Valley National Bancorp in Q1 2018 and held it in 11 quarters.
Darwin Wealth Management's Valley National Bancorp position peaked at $449K in Q1 2018.
288 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2021.

Based on Darwin Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.