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LS Investment Advisors’s Valley National Bancorp VLY Stock Holding History

LS Investment Advisors’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
2021
Q2 		– Sell
-16,587
Closed -$228K – 709
2021
Q1 		$228K Sell
16,587
-4,125
-20% -$49.7K 0.01% 706
2020
Q4 		$202K Hold
20,712
– – 0.01% 825
2020
Q3 		$142K Hold
20,712
– – 0.01% 739
2020
Q2 		$162K Buy
20,712
+689
+3% +$5.29K 0.01% 817
2020
Q1 		$146K Hold
20,023
– – 0.01% 754
2019
Q4 		$229K Buy
20,023
+3,421
+21% +$39.4K 0.01% 745
2019
Q3 		$180K Buy
16,602
+168
+1% +$1.8K 0.01% 814
2019
Q2 		$177K Sell
16,434
-971
-6% -$9.95K 0.01% 839
2019
Q1 		$167K Sell
17,405
-750
-4% -$7.63K 0.01% 869
2018
Q4 		$161K Sell
18,155
-456
-2% -$4.6K 0.01% 838
2018
Q3 		$209K Buy
18,611
+3,442
+23% +$41.5K 0.01% 824
2018
Q2 		$184K Buy
15,169
+41
+0.3% +$517 0.01% 909
2018
Q1 		$188K Sell
15,128
-2,326
-13% -$29K 0.01% 877
2017
Q4 		$196K Sell
17,454
-2,862
-14% -$33.2K 0.01% 912
2017
Q3 		$245K Sell
20,316
-506
-2% -$5.83K 0.01% 849
2017
Q2 		$246K Buy
20,822
+2,955
+17% +$34.6K 0.02% 814
2017
Q1 		$211K Buy
17,867
+363
+2% +$4.36K 0.01% 827
2016
Q4 		$204K Buy
17,504
+1,092
+7% +$11.7K 0.01% 796
2016
Q3 		$160K Buy
16,412
+2,964
+22% +$27.7K 0.01% 864
2016
Q2 		$123K Buy
13,448
+5,850
+77% +$54.7K 0.01% 939
2016
Q1 		$72K Buy
7,598
+162
+2% +$1.47K 0.01% 1008
2015
Q4 		$73K Hold
7,436
– – 0.01% 993
2015
Q3 		$73K Buy
7,436
+316
+4% +$3.11K 0.01% 987
2015
Q2 		$73K Buy
+7,120
New +$69.4K 0.01% 1012

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LS Investment Advisors's VLY Position: Q2 2021 in Review

LS Investment Advisors sold out of Valley National Bancorp (VLY) in Q2 2021, closing a stake of 16,587 shares — an estimated $228K sold.

LS Investment Advisors first reported a position in VLY in Q2 2015 and held it in 24 quarters. The position peaked at $246K in Q2 2017. 288 funds tracked by Wall St. Rank hold VLY as of Q2 2021.

  • LS Investment Advisors reported no remaining Valley National Bancorp position as of Q2 2021 after selling out during the quarter.
  • LS Investment Advisors sold 16,587 Valley National Bancorp shares in Q2 2021, an estimated $228K.
  • LS Investment Advisors first reported a position in Valley National Bancorp in Q2 2015 and held it in 24 quarters.
  • LS Investment Advisors's Valley National Bancorp position peaked at $246K in Q2 2017.
  • 288 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2021.

Based on LS Investment Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.