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

Kennedy 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
2020
Q3 		– Sell
-1,407,283
Closed -$11M – 687
2020
Q2 		$11M Buy
1,407,283
+17,771
+1% +$136K 0.32% 70
2020
Q1 		$10.2M Buy
1,389,512
+451,950
+48% +$4.42M 0.37% 44
2019
Q4 		$10.7M Buy
937,562
+15,724
+2% +$181K 0.26% 95
2019
Q3 		$10M Buy
921,838
+332,224
+56% +$3.55M 0.25% 115
2019
Q2 		$6.36M Buy
589,614
+169,614
+40% +$1.74M 0.15% 259
2019
Q1 		$4.02M Buy
+420,000
New +$4.28M 0.1% 399
2017
Q4 		– Sell
-211,811
Closed -$2.55M – 777
2017
Q3 		$2.55M Sell
211,811
-814,614
-79% -$9.39M 0.05% 581
2017
Q2 		$12.1M Buy
1,026,425
+305,802
+42% +$3.58M 0.23% 128
2017
Q1 		$8.5M Buy
+720,623
New +$8.65M 0.15% 230

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kennedy Capital Management's VLY Position: Q3 2020 in Review

Kennedy Capital Management sold out of Valley National Bancorp (VLY) in Q3 2020, closing a stake of 1,407,283 shares — an estimated $11M sold.

Kennedy Capital Management first reported a position in VLY in Q1 2017 and held it in 9 quarters. The position peaked at $12.1M in Q2 2017. 290 funds tracked by Wall St. Rank hold VLY as of Q3 2020.

  • Kennedy Capital Management reported no remaining Valley National Bancorp position as of Q3 2020 after selling out during the quarter.
  • Kennedy Capital Management sold 1,407,283 Valley National Bancorp shares in Q3 2020, an estimated $11M.
  • Kennedy Capital Management first reported a position in Valley National Bancorp in Q1 2017 and held it in 9 quarters.
  • Kennedy Capital Management's Valley National Bancorp position peaked at $12.1M in Q2 2017.
  • 290 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2020.

Based on Kennedy Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.