Monarch Partners Asset Management’s Valley National Bancorp VLY Stock Holding History

Monarch Partners 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
2022 Q4	$2.4M	Buy	+212,337	New	+$2.5M	0.71%	63
2022 Q1	–	Sell	-317,480	Closed	-$4.37M	–	178
2021 Q4	$4.37M	Buy	+317,480	New	+$4.41M	0.89%	39
2020 Q1	–	Sell	-296,860	Closed	-$3.4M	–	194
2019 Q4	$3.4M	Buy	+296,860	New	+$3.42M	0.76%	64

Other funds holding VLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Monarch Partners Asset Management's VLY Position: Q4 2022 in Review

Monarch Partners Asset Management opened a new position in Valley National Bancorp (VLY) in Q4 2022: 212,337 shares worth $2.4M. The stake represents 0.71% of the portfolio and ranks #63 among its holdings. This is a return to the name: Monarch Partners Asset Management previously reported a position in VLY as recently as Q4 2021.

Monarch Partners Asset Management first reported a position in VLY in Q4 2019 and has held it in 3 quarters since. The position peaked at $4.37M in Q4 2021. 345 funds tracked by Wall St. Rank hold VLY as of Q4 2022.

Monarch Partners Asset Management held 212,337 shares of Valley National Bancorp worth $2.4M as of Q4 2022.
Valley National Bancorp was a new Monarch Partners Asset Management position in Q4 2022.
Valley National Bancorp made up 0.71% of Monarch Partners Asset Management's portfolio in Q4 2022, its #63 holding.
Monarch Partners Asset Management first reported a position in Valley National Bancorp in Q4 2019 and has held it in 3 quarters since.
Monarch Partners Asset Management's Valley National Bancorp position peaked at $4.37M in Q4 2021.
345 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2022.

Based on Monarch Partners Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.