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Psagot Value Holdings’s Valley National Bancorp VLY Stock Holding History

Psagot Value Holdings’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
Q4 		– Sell
-572
Closed -$5K – 612
2023
Q3 		$5K Sell
572
-456
-44% -$4.14K ﹤0.01% 404
2023
Q2 		$8K Buy
1,028
+701
+214% +$5.58K ﹤0.01% 345
2023
Q1 		$3K Buy
+327
New +$3.62K ﹤0.01% 391

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Psagot Value Holdings's VLY Position: Q4 2023 in Review

Psagot Value Holdings sold out of Valley National Bancorp (VLY) in Q4 2023, closing a stake of 572 shares — an estimated $5K sold.

Psagot Value Holdings first reported a position in VLY in Q1 2023 and held it in 3 quarters. The position peaked at $8K in Q2 2023. 335 funds tracked by Wall St. Rank hold VLY as of Q4 2023.

  • Psagot Value Holdings reported no remaining Valley National Bancorp position as of Q4 2023 after selling out during the quarter.
  • Psagot Value Holdings sold 572 Valley National Bancorp shares in Q4 2023, an estimated $5K.
  • Psagot Value Holdings first reported a position in Valley National Bancorp in Q1 2023 and held it in 3 quarters.
  • Psagot Value Holdings's Valley National Bancorp position peaked at $8K in Q2 2023.
  • 335 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2023.

Based on Psagot Value Holdings's 13F filing for Q4 2023, filed 8 Feb 2024.