Naples Global Advisors’s Valley National Bancorp VLY Stock Holding History

Naples Global 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
2022 Q2	–	Sell	-10,560	Closed	-$137K	–	393
2022 Q1	$137K	Hold	10,560	–	–	0.02%	390
2021 Q4	$145K	Hold	10,560	–	–	0.02%	389
2021 Q3	$141K	Hold	10,560	–	–	0.02%	379
2021 Q2	$142K	Hold	10,560	–	–	0.02%	376
2021 Q1	$145K	Sell	10,560 -1,280	-11%	-$15.4K	0.02%	366
2020 Q4	$115K	Hold	11,840	–	–	0.02%	351
2020 Q3	$81K	Hold	11,840	–	–	0.02%	340
2020 Q2	$93K	Sell	11,840 -2,720	-19%	-$20.9K	0.02%	334
2020 Q1	$106K	Sell	14,560 -744	-5%	-$7.28K	0.03%	312
2019 Q4	$175K	Buy	+15,304	New	+$176K	0.04%	315

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Naples Global Advisors's VLY Position: Q2 2022 in Review

Naples Global Advisors sold out of Valley National Bancorp (VLY) in Q2 2022, closing a stake of 10,560 shares — an estimated $137K sold.

Naples Global Advisors first reported a position in VLY in Q4 2019 and held it in 10 quarters. The position peaked at $175K in Q4 2019. 344 funds tracked by Wall St. Rank hold VLY as of Q2 2022.

Naples Global Advisors reported no remaining Valley National Bancorp position as of Q2 2022 after selling out during the quarter.
Naples Global Advisors sold 10,560 Valley National Bancorp shares in Q2 2022, an estimated $137K.
Naples Global Advisors first reported a position in Valley National Bancorp in Q4 2019 and held it in 10 quarters.
Naples Global Advisors's Valley National Bancorp position peaked at $175K in Q4 2019.
344 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2022.

Based on Naples Global Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.