Lehman Financial Resources’s Valley National Bancorp VLY Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-2,474	Closed	-$24K	–	342
2015 Q3	$24K	Hold	2,474	–	–	0.01%	230
2015 Q2	$25K	Hold	2,474	–	–	0.01%	233
2015 Q1	$23K	Hold	2,474	–	–	0.01%	240
2014 Q4	$24K	Buy	2,474 +1,780	+256%	+$17.2K	0.01%	221
2014 Q3	$7K	Hold	694	–	–	﹤0.01%	333
2014 Q2	$7K	Hold	694	–	–	﹤0.01%	320
2014 Q1	$7K	Hold	694	–	–	﹤0.01%	316
2013 Q4	$7K	Hold	694	–	–	﹤0.01%	304
2013 Q3	$7K	Hold	694	–	–	﹤0.01%	291
2013 Q2	$7K	Buy	+694	New	+$6.48K	﹤0.01%	260

Other funds holding VLY

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

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Macquarie Group

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return