Horizon Investments’s Valley National Bancorp VLY Stock Holding History

Horizon Investments’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 Q2	–	Sell	-25	Closed	-$231	–	801
2023 Q1	$231	Buy	+25	New	+$277	﹤0.01%	747
2020 Q3	–	Sell	-26,180	Closed	-$205K	–	459
2020 Q2	$205K	Buy	+26,180	New	+$201K	0.01%	423
2020 Q1	–	Sell	-23,661	Closed	-$271K	–	488
2019 Q4	$271K	Buy	+23,661	New	+$272K	0.01%	437
2013 Q4	–	Sell	-10,687	Closed	-$106K	–	82
2013 Q3	$106K	Sell	10,687 -1,173	-10%	-$11.8K	0.02%	68
2013 Q2	$112K	Buy	+11,860	New	+$111K	0.03%	54

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

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

Horizon Investments's VLY Position: Q2 2023 in Review

Horizon Investments sold out of Valley National Bancorp (VLY) in Q2 2023, closing a stake of 25 shares — an estimated $231 sold.

Horizon Investments first reported a position in VLY in Q2 2013 and held it in 5 quarters. The position peaked at $271K in Q4 2019. 328 funds tracked by Wall St. Rank hold VLY as of Q2 2023.

Horizon Investments reported no remaining Valley National Bancorp position as of Q2 2023 after selling out during the quarter.
Horizon Investments sold 25 Valley National Bancorp shares in Q2 2023, an estimated $231.
Horizon Investments first reported a position in Valley National Bancorp in Q2 2013 and held it in 5 quarters.
Horizon Investments's Valley National Bancorp position peaked at $271K in Q4 2019.
328 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2023.

Based on Horizon Investments's 13F filing for Q2 2023, filed 14 Aug 2023.