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Joel Greenblatt’s Valley National Bancorp VLY Stock Holding History

Joel Greenblatt’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
-10,471
Closed -$83.3K – 1506
2024
Q1 		$83.3K Sell
10,471
-7,244
-41% -$64.5K ﹤0.01% 1339
2023
Q4 		$192K Sell
17,715
-6,587
-27% -$59.1K ﹤0.01% 1257
2023
Q3 		$208K Sell
24,302
-3,241
-12% -$29.4K ﹤0.01% 1234
2023
Q2 		$213K Sell
27,543
-12,036
-30% -$95.7K ﹤0.01% 1218
2023
Q1 		$366K Buy
39,579
+25,502
+181% +$282K 0.01% 1065
2022
Q4 		$159K Buy
+14,077
New +$166K ﹤0.01% 1152
2020
Q1 		– Sell
-13,386
Closed -$153K – 1221
2019
Q4 		$153K Buy
13,386
+1,290
+11% +$14.8K ﹤0.01% 1061
2019
Q3 		$131K Buy
+12,096
New +$129K ﹤0.01% 1043
2018
Q2 		– Sell
-18,476
Closed -$230K – 1050
2018
Q1 		$230K Sell
18,476
-15,934
-46% -$199K ﹤0.01% 866
2017
Q4 		$386K Buy
34,410
+6,759
+24% +$78.3K 0.01% 767
2017
Q3 		$333K Buy
27,651
+8,064
+41% +$92.9K ﹤0.01% 781
2017
Q2 		$231K Buy
19,587
+5,030
+35% +$58.9K ﹤0.01% 879
2017
Q1 		$172K Buy
+14,557
New +$175K ﹤0.01% 934
2013
Q4 		– Sell
-25,879
Closed -$257K – 1036
2013
Q3 		$257K Sell
25,879
-2,223
-8% -$22.5K 0.01% 821
2013
Q2 		$266K Buy
+28,102
New +$262K 0.01% 791

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Joel Greenblatt's VLY Position: Q2 2024 in Review

Joel Greenblatt sold out of Valley National Bancorp (VLY) in Q2 2024, closing a stake of 10,471 shares — an estimated $83.3K sold.

Joel Greenblatt first reported a position in VLY in Q2 2013 and held it in 15 quarters. The position peaked at $386K in Q4 2017. 353 funds tracked by Wall St. Rank hold VLY as of Q2 2024.

  • Joel Greenblatt reported no remaining Valley National Bancorp position as of Q2 2024 after selling out during the quarter.
  • Joel Greenblatt sold 10,471 Valley National Bancorp shares in Q2 2024, an estimated $83.3K.
  • Joel Greenblatt first reported a position in Valley National Bancorp in Q2 2013 and held it in 15 quarters.
  • Joel Greenblatt's Valley National Bancorp position peaked at $386K in Q4 2017.
  • 353 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2024.

Based on Gotham Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.