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Prudent Man Advisors’s Valley National Bancorp VLY Stock Holding History

Prudent Man 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
2023
Q1 		– Sell
-14,907
Closed -$169K – 217
2022
Q4 		$169K Buy
14,907
+2,049
+16% +$24.1K 0.07% 190
2022
Q3 		$139K Buy
12,858
+263
+2% +$3.03K 0.07% 163
2022
Q2 		$131K Sell
12,595
-730
-5% -$8.67K 0.06% 156
2022
Q1 		$173K Buy
13,325
+777
+6% +$10.8K 0.07% 181
2021
Q4 		$173K Buy
+12,548
New +$174K 0.07% 182

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prudent Man Advisors's VLY Position: Q1 2023 in Review

Prudent Man Advisors sold out of Valley National Bancorp (VLY) in Q1 2023, closing a stake of 14,907 shares — an estimated $169K sold.

Prudent Man Advisors first reported a position in VLY in Q4 2021 and held it in 5 quarters. The position peaked at $173K in Q1 2022. 332 funds tracked by Wall St. Rank hold VLY as of Q1 2023.

  • Prudent Man Advisors reported no remaining Valley National Bancorp position as of Q1 2023 after selling out during the quarter.
  • Prudent Man Advisors sold 14,907 Valley National Bancorp shares in Q1 2023, an estimated $169K.
  • Prudent Man Advisors first reported a position in Valley National Bancorp in Q4 2021 and held it in 5 quarters.
  • Prudent Man Advisors's Valley National Bancorp position peaked at $173K in Q1 2022.
  • 332 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2023.

Based on Prudent Man Advisors's 13F filing for Q1 2023, filed 5 May 2023.