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Jupiter Investment Management’s Valley National Bancorp VLY Stock Holding History

Jupiter Investment 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
2017
Q4 		– Sell
-8,243
Closed -$99K – 435
2017
Q3 		$99K Buy
+8,243
New +$95K ﹤0.01% 315

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Jupiter Investment Management's VLY Position: Q4 2017 in Review

Jupiter Investment Management sold out of Valley National Bancorp (VLY) in Q4 2017, closing a stake of 8,243 shares — an estimated $99K sold.

Jupiter Investment Management first reported a position in VLY in Q3 2017 and held it in 1 quarter. The position peaked at $99K in Q3 2017. 282 funds tracked by Wall St. Rank hold VLY as of Q4 2017.

  • Jupiter Investment Management reported no remaining Valley National Bancorp position as of Q4 2017 after selling out during the quarter.
  • Jupiter Investment Management sold 8,243 Valley National Bancorp shares in Q4 2017, an estimated $99K.
  • Jupiter Investment Management first reported a position in Valley National Bancorp in Q3 2017 and held it in 1 quarter.
  • Jupiter Investment Management's Valley National Bancorp position peaked at $99K in Q3 2017.
  • 282 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2017.

Based on Jupiter Investment Management's 13F filing for Q4 2017, filed 8 Feb 2018.