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Liberty Mutual Group Asset Management’s Valley National Bancorp VLY Stock Holding History

Liberty Mutual Group Asset 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
2018
Q4 		– Sell
-52,772
Closed -$594K – 760
2018
Q3 		$594K Hold
52,772
– – 0.01% 663
2018
Q2 		$642K Buy
52,772
+904
+2% +$11.4K 0.02% 616
2018
Q1 		$646K Sell
51,868
-15,143
-23% -$189K 0.02% 593
2017
Q4 		$752K Sell
67,011
-2,001
-3% -$23.2K 0.02% 599
2017
Q3 		$832K Sell
69,012
-30,715
-31% -$354K 0.05% 539
2017
Q2 		$1.18M Sell
99,727
-17,928
-15% -$210K 0.05% 550
2017
Q1 		$1.39M Buy
117,655
+8,256
+8% +$99.1K 0.05% 512
2016
Q4 		$1.27M Buy
109,399
+5,229
+5% +$55.9K 0.05% 585
2016
Q3 		$1.01M Buy
104,170
+7,096
+7% +$66.3K 0.04% 677
2016
Q2 		$885K Buy
97,074
+8,473
+10% +$79.3K 0.03% 707
2016
Q1 		$846K Sell
88,601
-58,173
-40% -$528K 0.04% 674
2015
Q4 		$1.45M Buy
146,774
+47,656
+48% +$495K 0.06% 508
2015
Q3 		$975K Buy
99,118
+6,554
+7% +$64.5K 0.04% 881
2015
Q2 		$955K Buy
92,564
+17,603
+23% +$172K 0.03% 916
2015
Q1 		$707K Buy
74,961
+4,093
+6% +$38.7K 0.02% 945
2014
Q4 		$689K Buy
70,868
+8,916
+14% +$86.4K 0.02% 933
2014
Q3 		$600K Sell
61,952
-2,157
-3% -$21.3K 0.02% 975
2014
Q2 		$635K Buy
64,109
+794
+1% +$7.97K 0.02% 955
2014
Q1 		$659K Buy
63,315
+19,895
+46% +$199K 0.02% 939
2013
Q4 		$439K Sell
43,420
-18,815
-30% -$189K 0.02% 976
2013
Q3 		$619K Sell
62,235
-19,855
-24% -$201K 0.02% 809
2013
Q2 		$777K Buy
+82,090
New +$767K 0.03% 670

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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Liberty Mutual Group Asset Management's VLY Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Valley National Bancorp (VLY) in Q4 2018, closing a stake of 52,772 shares — an estimated $594K sold.

Liberty Mutual Group Asset Management first reported a position in VLY in Q2 2013 and held it in 22 quarters. The position peaked at $1.45M in Q4 2015. 272 funds tracked by Wall St. Rank hold VLY as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Valley National Bancorp position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 52,772 Valley National Bancorp shares in Q4 2018, an estimated $594K.
  • Liberty Mutual Group Asset Management first reported a position in Valley National Bancorp in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's Valley National Bancorp position peaked at $1.45M in Q4 2015.
  • 272 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.