Harbor Investment Advisory’s Valley National Bancorp VLY Stock Holding History

Harbor Investment Advisory’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	-4,951	Closed	-$38.4K	–	1345
2023 Q2	$38.4K	Hold	4,951	–	–	0.01%	776
2023 Q1	$45.7K	Hold	4,951	–	–	0.01%	733
2022 Q4	$56K	Hold	4,951	–	–	0.01%	666
2022 Q3	$53K	Hold	4,951	–	–	0.01%	680
2022 Q2	$52K	Hold	4,951	–	–	0.01%	697
2022 Q1	$64K	Hold	4,951	–	–	0.01%	676
2021 Q4	$68K	Hold	4,951	–	–	0.01%	654
2021 Q3	$66K	Hold	4,951	–	–	0.01%	649
2021 Q2	$66K	Hold	4,951	–	–	0.01%	629
2021 Q1	$68K	Hold	4,951	–	–	0.01%	590
2020 Q4	$48K	Buy	4,951 +1,498	+43%	+$13K	0.01%	636
2020 Q3	$24K	Buy	3,453 +1,781	+107%	+$13.2K	﹤0.01%	695
2020 Q2	$13K	Hold	1,672	–	–	﹤0.01%	740
2020 Q1	$12K	Buy	+1,672	New	+$16.4K	﹤0.01%	708

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harbor Investment Advisory's VLY Position: Q3 2023 in Review

Harbor Investment Advisory sold out of Valley National Bancorp (VLY) in Q3 2023, closing a stake of 4,951 shares — an estimated $38.4K sold.

Harbor Investment Advisory first reported a position in VLY in Q1 2020 and held it in 14 quarters. The position peaked at $68K in Q4 2021. 323 funds tracked by Wall St. Rank hold VLY as of Q3 2023.

Harbor Investment Advisory reported no remaining Valley National Bancorp position as of Q3 2023 after selling out during the quarter.
Harbor Investment Advisory sold 4,951 Valley National Bancorp shares in Q3 2023, an estimated $38.4K.
Harbor Investment Advisory first reported a position in Valley National Bancorp in Q1 2020 and held it in 14 quarters.
Harbor Investment Advisory's Valley National Bancorp position peaked at $68K in Q4 2021.
323 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.