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Naples Money Management’s Valley National Bancorp VLY Stock Holding History

Naples Money 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
2024
Q3 		– Sell
-88
Closed -$606 – 440
2024
Q2 		$606 Buy
88
+5
+6% +$37 ﹤0.01% 370
2024
Q1 		$661 Sell
83
-97
-54% -$864 ﹤0.01% 372
2023
Q4 		$1.96K Buy
+180
New +$1.61K ﹤0.01% 331

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Naples Money Management's VLY Position: Q3 2024 in Review

Naples Money Management sold out of Valley National Bancorp (VLY) in Q3 2024, closing a stake of 88 shares — an estimated $606 sold.

Naples Money Management first reported a position in VLY in Q4 2023 and held it in 3 quarters. The position peaked at $1.96K in Q4 2023. 352 funds tracked by Wall St. Rank hold VLY as of Q3 2024.

  • Naples Money Management reported no remaining Valley National Bancorp position as of Q3 2024 after selling out during the quarter.
  • Naples Money Management sold 88 Valley National Bancorp shares in Q3 2024, an estimated $606.
  • Naples Money Management first reported a position in Valley National Bancorp in Q4 2023 and held it in 3 quarters.
  • Naples Money Management's Valley National Bancorp position peaked at $1.96K in Q4 2023.
  • 352 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.