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

Grimes & 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
2024
Q3 		– Sell
-14,500
Closed -$101K – 380
2024
Q2 		$101K Hold
14,500
– – ﹤0.01% 337
2024
Q1 		$115K Hold
14,500
– – ﹤0.01% 332
2023
Q4 		$157K Hold
14,500
– – 0.01% 313
2023
Q3 		$124K Hold
14,500
– – ﹤0.01% 289
2023
Q2 		$112K Hold
14,500
– – ﹤0.01% 296
2023
Q1 		$134K Hold
14,500
– – 0.01% 282
2022
Q4 		$164K Hold
14,500
– – 0.01% 271
2022
Q3 		$157K Buy
14,500
+2,000
+16% +$23.1K 0.01% 259
2022
Q2 		$130K Buy
+12,500
New +$149K 0.01% 264

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Grimes & Company's VLY Position: Q3 2024 in Review

Grimes & Company sold out of Valley National Bancorp (VLY) in Q3 2024, closing a stake of 14,500 shares — an estimated $101K sold.

Grimes & Company first reported a position in VLY in Q2 2022 and held it in 9 quarters. The position peaked at $164K in Q4 2022. 351 funds tracked by Wall St. Rank hold VLY as of Q3 2024.

  • Grimes & Company reported no remaining Valley National Bancorp position as of Q3 2024 after selling out during the quarter.
  • Grimes & Company sold 14,500 Valley National Bancorp shares in Q3 2024, an estimated $101K.
  • Grimes & Company first reported a position in Valley National Bancorp in Q2 2022 and held it in 9 quarters.
  • Grimes & Company's Valley National Bancorp position peaked at $164K in Q4 2022.
  • 351 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2024.

Based on Grimes & Company's 13F filing for Q3 2024, filed 22 Oct 2024.