DI
VLY icon

Disciplined Investments’s Valley National Bancorp VLY Stock Holding History

Disciplined Investments’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
-84
Closed -$651 – 1494
2023
Q2 		$651 Sell
84
-13
-13% -$103 ﹤0.01% 1137
2023
Q1 		$896 Buy
97
+32
+49% +$354 ﹤0.01% 1011
2022
Q4 		$735 Sell
65
-18
-22% -$212 ﹤0.01% 1025
2022
Q3 		$1K Sell
83
-15
-15% -$173 ﹤0.01% 1120
2022
Q2 		$1K Hold
98
– – ﹤0.01% 1153
2022
Q1 		$1K Buy
+98
New +$1.37K ﹤0.01% 1219

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Disciplined Investments's VLY Position: Q3 2023 in Review

Disciplined Investments sold out of Valley National Bancorp (VLY) in Q3 2023, closing a stake of 84 shares — an estimated $651 sold.

Disciplined Investments first reported a position in VLY in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 323 funds tracked by Wall St. Rank hold VLY as of Q3 2023.

  • Disciplined Investments reported no remaining Valley National Bancorp position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 84 Valley National Bancorp shares in Q3 2023, an estimated $651.
  • Disciplined Investments first reported a position in Valley National Bancorp in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Valley National Bancorp position peaked at $1K in Q3 2022.
  • 323 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.