Emerald Mutual Fund Advisers Trust’s Valley National Bancorp VLY Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2024 Q2	–	Sell	-43,600	Closed	-$347K	–	247
2024 Q1	$347K	Hold	43,600	–	–	0.02%	171
2023 Q4	$473K	Hold	43,600	–	–	0.03%	179
2023 Q3	$373K	Hold	43,600	–	–	0.02%	182
2023 Q2	$338K	Hold	43,600	–	–	0.02%	187
2023 Q1	$403K	Hold	43,600	–	–	0.02%	198
2022 Q4	$493K	Buy	+43,600	New	+$513K	0.03%	156
2020 Q3	–	Sell	-120,870	Closed	-$945K	–	361
2020 Q2	$945K	Sell	120,870 -96,520	-44%	-$741K	0.04%	167
2020 Q1	$1.59M	Buy	+217,390	New	+$2.13M	0.1%	144

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

Emerald Mutual Fund Advisers Trust's VLY Position: Q2 2024 in Review

Emerald Mutual Fund Advisers Trust sold out of Valley National Bancorp (VLY) in Q2 2024, closing a stake of 43,600 shares — an estimated $347K sold.

Emerald Mutual Fund Advisers Trust first reported a position in VLY in Q1 2020 and held it in 8 quarters. The position peaked at $1.59M in Q1 2020. 352 funds tracked by Wall St. Rank hold VLY as of Q2 2024.

Emerald Mutual Fund Advisers Trust reported no remaining Valley National Bancorp position as of Q2 2024 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 43,600 Valley National Bancorp shares in Q2 2024, an estimated $347K.
Emerald Mutual Fund Advisers Trust first reported a position in Valley National Bancorp in Q1 2020 and held it in 8 quarters.
Emerald Mutual Fund Advisers Trust's Valley National Bancorp position peaked at $1.59M in Q1 2020.
352 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2024.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2024, filed 6 Aug 2024.