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Derby & Company’s Valley National Bancorp VLY Stock Holding History

Derby & Company’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
2019
Q1 		– Sell
-18,150
Closed -$161K – 25
2018
Q4 		$161K Hold
18,150
– – 0.1% 22
2018
Q3 		$204K Hold
18,150
– – 0.12% 24
2018
Q2 		$221K Hold
18,150
– – 0.13% 32
2018
Q1 		$226K Hold
18,150
– – 0.15% 32
2017
Q4 		$204K Buy
+18,150
New +$210K 0.14% 45

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Derby & Company's VLY Position: Q1 2019 in Review

Derby & Company sold out of Valley National Bancorp (VLY) in Q1 2019, closing a stake of 18,150 shares — an estimated $161K sold.

Derby & Company first reported a position in VLY in Q4 2017 and held it in 5 quarters. The position peaked at $226K in Q1 2018. 265 funds tracked by Wall St. Rank hold VLY as of Q1 2019.

  • Derby & Company reported no remaining Valley National Bancorp position as of Q1 2019 after selling out during the quarter.
  • Derby & Company sold 18,150 Valley National Bancorp shares in Q1 2019, an estimated $161K.
  • Derby & Company first reported a position in Valley National Bancorp in Q4 2017 and held it in 5 quarters.
  • Derby & Company's Valley National Bancorp position peaked at $226K in Q1 2018.
  • 265 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2019.

Based on Derby & Company's 13F filing for Q1 2019, filed 7 May 2019.