Inverness Counsel’s Valley National Bancorp VLY Stock Holding History

Inverness Counsel’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
2022 Q3	$763K	Buy	+70,659	New	+$815K	0.04%	100

Other funds holding VLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Inverness Counsel's VLY Position: Q3 2022 in Review

Inverness Counsel opened a new position in Valley National Bancorp (VLY) in Q3 2022: 70,659 shares worth $763K. The stake represents 0.04% of the portfolio and ranks #100 among its holdings.

332 funds tracked by Wall St. Rank hold VLY as of Q3 2022.

Inverness Counsel held 70,659 shares of Valley National Bancorp worth $763K as of Q3 2022.
Valley National Bancorp was a new Inverness Counsel position in Q3 2022.
Valley National Bancorp made up 0.04% of Inverness Counsel's portfolio in Q3 2022, its #100 holding.
332 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2022.

Based on Inverness Counsel's 13F filing for Q3 2022, filed 26 Oct 2022.