Neo Ivy Capital Management’s Valley National Bancorp VLY Stock Holding History

Neo Ivy Capital 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	$14K	Buy	+1,272	New	+$15K	0.01%	296
2022 Q3	–	Sell	-8,227	Closed	-$85K	–	566
2022 Q2	$85K	Sell	8,227 -3,601	-30%	-$42.8K	0.23%	165
2022 Q1	$154K	Sell	11,828 -2,545	-18%	-$35.5K	0.14%	247
2021 Q4	$198K	Buy	+14,373	New	+$200K	0.28%	142
2020 Q4	–	Sell	-21,664	Closed	-$148K	–	588
2020 Q3	$148K	Buy	+21,664	New	+$161K	0.15%	235
2020 Q2	–	Sell	-49,573	Closed	-$362K	–	610
2020 Q1	$362K	Buy	49,573 +21,735	+78%	+$213K	0.59%	29
2019 Q4	$319K	Buy	+27,838	New	+$320K	0.37%	138

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

Neo Ivy Capital Management's VLY Position: Q4 2022 in Review

Neo Ivy Capital Management opened a new position in Valley National Bancorp (VLY) in Q4 2022: 1,272 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #296 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in VLY as recently as Q2 2022.

Neo Ivy Capital Management first reported a position in VLY in Q4 2019 and has held it in 7 quarters since. The position peaked at $362K in Q1 2020. 345 funds tracked by Wall St. Rank hold VLY as of Q4 2022.

Neo Ivy Capital Management held 1,272 shares of Valley National Bancorp worth $14K as of Q4 2022.
Valley National Bancorp was a new Neo Ivy Capital Management position in Q4 2022.
Valley National Bancorp made up 0.01% of Neo Ivy Capital Management's portfolio in Q4 2022, its #296 holding.
Neo Ivy Capital Management first reported a position in Valley National Bancorp in Q4 2019 and has held it in 7 quarters since.
Neo Ivy Capital Management's Valley National Bancorp position peaked at $362K in Q1 2020.
345 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2022.

Based on Neo Ivy Capital Management's 13F filing for Q4 2022, filed 27 Mar 2023.