Putnam Investments’s Valley National Bancorp VLY Stock Holding History

Putnam Investments’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 Q3	–	Sell	-399,203	Closed	-$3.09M	–	1213
2023 Q2	$3.09M	Buy	399,203 +182,249	+84%	+$1.45M	﹤0.01%	623
2023 Q1	$2M	Buy	+216,954	New	+$2.4M	﹤0.01%	729
2022 Q1	–	Sell	-35,856	Closed	-$493K	–	1265
2021 Q4	$493K	Buy	+35,856	New	+$498K	﹤0.01%	1029
2018 Q4	–	Sell	-87,750	Closed	-$987K	–	1096
2018 Q3	$987K	Buy	+87,750	New	+$1.06M	﹤0.01%	859
2017 Q4	–	Sell	-397,745	Closed	-$4.79M	–	1172
2017 Q3	$4.79M	Buy	397,745 +114,345	+40%	+$1.32M	0.01%	525
2017 Q2	$3.35M	Buy	+283,400	New	+$3.32M	0.01%	621
2013 Q4	–	Sell	-161,357	Closed	-$1.6M	–	1526
2013 Q3	$1.6M	Hold	161,357	–	–	﹤0.01%	1116
2013 Q2	$1.53M	Buy	+161,357	New	+$1.51M	﹤0.01%	1124

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Putnam Investments's VLY Position: Q3 2023 in Review

Putnam Investments sold out of Valley National Bancorp (VLY) in Q3 2023, closing a stake of 399,203 shares — an estimated $3.09M sold.

Putnam Investments first reported a position in VLY in Q2 2013 and held it in 8 quarters. The position peaked at $4.79M in Q3 2017. 324 funds tracked by Wall St. Rank hold VLY as of Q3 2023.

Putnam Investments reported no remaining Valley National Bancorp position as of Q3 2023 after selling out during the quarter.
Putnam Investments sold 399,203 Valley National Bancorp shares in Q3 2023, an estimated $3.09M.
Putnam Investments first reported a position in Valley National Bancorp in Q2 2013 and held it in 8 quarters.
Putnam Investments's Valley National Bancorp position peaked at $4.79M in Q3 2017.
324 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2023.

Based on Putnam Investments's 13F filing for Q3 2023, filed 14 Nov 2023.