IMS Capital Management’s Valley National Bancorp VLY Stock Holding History

IMS Capital 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
2024 Q2	–	Sell	-30,600	Closed	-$244K	–	151
2024 Q1	$244K	Buy	+30,600	New	+$273K	0.11%	127
2023 Q1	–	Sell	-21,400	Closed	-$242K	–	150
2022 Q4	$242K	Buy	+21,400	New	+$252K	0.15%	127
2022 Q1	–	Sell	-19,800	Closed	-$272K	–	150
2021 Q4	$272K	Buy	+19,800	New	+$275K	0.14%	118
2021 Q3	–	Sell	-21,100	Closed	-$283K	–	144
2021 Q2	$283K	Buy	+21,100	New	+$295K	0.17%	104
2020 Q3	–	Sell	-20,000	Closed	-$156K	–	122
2020 Q2	$156K	Buy	+20,000	New	+$154K	0.12%	123
2019 Q1	–	Sell	-10,900	Closed	-$97K	–	123
2018 Q4	$97K	Buy	+10,900	New	+$110K	0.09%	114
2018 Q3	–	Sell	-11,200	Closed	-$136K	–	414
2018 Q2	$136K	Buy	+11,200	New	+$141K	0.09%	147

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

IMS Capital Management's VLY Position: Q2 2024 in Review

IMS Capital Management sold out of Valley National Bancorp (VLY) in Q2 2024, closing a stake of 30,600 shares — an estimated $244K sold.

IMS Capital Management first reported a position in VLY in Q2 2018 and held it in 7 quarters. The position peaked at $283K in Q2 2021. 352 funds tracked by Wall St. Rank hold VLY as of Q2 2024.

IMS Capital Management reported no remaining Valley National Bancorp position as of Q2 2024 after selling out during the quarter.
IMS Capital Management sold 30,600 Valley National Bancorp shares in Q2 2024, an estimated $244K.
IMS Capital Management first reported a position in Valley National Bancorp in Q2 2018 and held it in 7 quarters.
IMS Capital Management's Valley National Bancorp position peaked at $283K in Q2 2021.
352 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2024.

Based on IMS Capital Management's 13F filing for Q2 2024, filed 21 Aug 2024.