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K2 Principal Fund’s Valley National Bancorp VLY Stock Holding History

K2 Principal Fund’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
2019
Q4 		– Sell
-213,200
Closed -$2.32M – 351
2019
Q3 		$2.32M Buy
+213,200
New +$2.28M 0.25% 143

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

K2 Principal Fund's VLY Position: Q4 2019 in Review

K2 Principal Fund sold out of Valley National Bancorp (VLY) in Q4 2019, closing a stake of 213,200 shares — an estimated $2.32M sold.

K2 Principal Fund first reported a position in VLY in Q3 2019 and held it in 1 quarter. The position peaked at $2.32M in Q3 2019. 318 funds tracked by Wall St. Rank hold VLY as of Q4 2019.

  • K2 Principal Fund reported no remaining Valley National Bancorp position as of Q4 2019 after selling out during the quarter.
  • K2 Principal Fund sold 213,200 Valley National Bancorp shares in Q4 2019, an estimated $2.32M.
  • K2 Principal Fund first reported a position in Valley National Bancorp in Q3 2019 and held it in 1 quarter.
  • K2 Principal Fund's Valley National Bancorp position peaked at $2.32M in Q3 2019.
  • 318 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2019.

Based on K2 Principal Fund's 13F filing for Q4 2019, filed 13 Feb 2020.