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Leuthold Group’s Valley National Bancorp VLY Stock Holding History

Leuthold Group’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
2022
Q4 		– Sell
-20,149
Closed -$218K – 212
2022
Q3 		$218K Hold
20,149
– – 0.03% 176
2022
Q2 		$210K Hold
20,149
– – 0.03% 182
2022
Q1 		$262K Hold
20,149
– – 0.03% 179
2021
Q4 		$277K Sell
20,149
-228
-1% -$3.17K 0.03% 174
2021
Q3 		$271K Hold
20,377
– – 0.03% 170
2021
Q2 		$274K Sell
20,377
-550
-3% -$7.68K 0.03% 164
2021
Q1 		$288K Buy
+20,927
New +$252K 0.04% 161
2020
Q2 		– Sell
-17,965
Closed -$131K – 177
2020
Q1 		$131K Sell
17,965
-1,466
-8% -$14.3K 0.02% 145
2019
Q4 		$222K Buy
+19,431
New +$224K 0.03% 165

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Leuthold Group's VLY Position: Q4 2022 in Review

Leuthold Group sold out of Valley National Bancorp (VLY) in Q4 2022, closing a stake of 20,149 shares — an estimated $218K sold.

Leuthold Group first reported a position in VLY in Q4 2019 and held it in 9 quarters. The position peaked at $288K in Q1 2021. 345 funds tracked by Wall St. Rank hold VLY as of Q4 2022.

  • Leuthold Group reported no remaining Valley National Bancorp position as of Q4 2022 after selling out during the quarter.
  • Leuthold Group sold 20,149 Valley National Bancorp shares in Q4 2022, an estimated $218K.
  • Leuthold Group first reported a position in Valley National Bancorp in Q4 2019 and held it in 9 quarters.
  • Leuthold Group's Valley National Bancorp position peaked at $288K in Q1 2021.
  • 345 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2022.

Based on Leuthold Group's 13F filing for Q4 2022, filed 31 Jan 2023.