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Harvest Fund Management’s Valley National Bancorp VLY Stock Holding History

Harvest Fund Management’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
Q1 		– Sell
-3,330
Closed -$37K – 830
2022
Q4 		$37K Hold
3,330
– – 0.01% 518
2022
Q3 		$36K Hold
3,330
– – 0.01% 468
2022
Q2 		$35K Hold
3,330
– – 0.01% 461
2022
Q1 		$43K Hold
3,330
– – 0.01% 468
2021
Q4 		$45K Hold
3,330
– – 0.01% 480
2021
Q3 		$44K Hold
3,330
– – 0.01% 447
2021
Q2 		$45K Hold
3,330
– – ﹤0.01% 464
2021
Q1 		$45K Buy
+3,330
New +$40.1K ﹤0.01% 451

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harvest Fund Management's VLY Position: Q1 2023 in Review

Harvest Fund Management sold out of Valley National Bancorp (VLY) in Q1 2023, closing a stake of 3,330 shares — an estimated $37K sold.

Harvest Fund Management first reported a position in VLY in Q1 2021 and held it in 8 quarters. The position peaked at $45K in Q4 2021. 332 funds tracked by Wall St. Rank hold VLY as of Q1 2023.

  • Harvest Fund Management reported no remaining Valley National Bancorp position as of Q1 2023 after selling out during the quarter.
  • Harvest Fund Management sold 3,330 Valley National Bancorp shares in Q1 2023, an estimated $37K.
  • Harvest Fund Management first reported a position in Valley National Bancorp in Q1 2021 and held it in 8 quarters.
  • Harvest Fund Management's Valley National Bancorp position peaked at $45K in Q4 2021.
  • 332 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2023.

Based on Harvest Fund Management's 13F filing for Q1 2023, filed 11 May 2023.