Enterprise Financial Services Corp (EFSC)’s Valley National Bancorp VLY Stock Holding History

Enterprise Financial Services Corp (EFSC)’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 Q3	–	Sell	-120	Closed	-$2K	–	1185
2021 Q2	$2K	Hold	120	–	–	﹤0.01%	1168
2021 Q1	$2K	Hold	120	–	–	﹤0.01%	1185
2020 Q4	$1K	Hold	120	–	–	﹤0.01%	1265
2020 Q3	$1K	Hold	120	–	–	﹤0.01%	1221
2020 Q2	$1K	Hold	120	–	–	﹤0.01%	1235
2020 Q1	$1K	Buy	+120	New	+$1.17K	﹤0.01%	1228
2018 Q4	–	Sell	-665	Closed	-$7K	–	1073
2018 Q3	$7K	Hold	665	–	–	﹤0.01%	675
2018 Q2	$8K	Hold	665	–	–	﹤0.01%	634
2018 Q1	$8K	Hold	665	–	–	﹤0.01%	644
2017 Q4	$7K	Sell	665 -173	-21%	-$2K	﹤0.01%	651
2017 Q3	$10K	Sell	838 -261	-24%	-$3.01K	﹤0.01%	581
2017 Q2	$13K	Buy	1,099 +434	+65%	+$5.08K	0.01%	543
2017 Q1	$8K	Hold	665	–	–	﹤0.01%	673
2016 Q4	$8K	Buy	+665	New	+$7.11K	﹤0.01%	655
2014 Q3	–	Sell	-1,392	Closed	-$14K	–	1285
2014 Q2	$14K	Hold	1,392	–	–	0.01%	530
2014 Q1	$14K	Hold	1,392	–	–	0.01%	526
2013 Q4	$14K	Sell	1,392 -700	-33%	-$7.02K	0.01%	498
2013 Q3	$21K	Buy	+2,092	New	+$21.1K	0.01%	383

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s VLY Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Valley National Bancorp (VLY) in Q3 2021, closing a stake of 120 shares — an estimated $2K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in VLY in Q3 2013 and held it in 18 quarters. The position peaked at $21K in Q3 2013. 307 funds tracked by Wall St. Rank hold VLY as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining Valley National Bancorp position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 120 Valley National Bancorp shares in Q3 2021, an estimated $2K.
Enterprise Financial Services Corp (EFSC) first reported a position in Valley National Bancorp in Q3 2013 and held it in 18 quarters.
Enterprise Financial Services Corp (EFSC)'s Valley National Bancorp position peaked at $21K in Q3 2013.
307 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.