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Sageworth Trust Company of South Dakota’s Valley National Bancorp VLY Stock Holding History

Sageworth Trust Company of South Dakota’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
Q3 		– Sell
-287
Closed -$3K – 634
2022
Q2 		$3K Hold
287
– – 0.01% 328
2022
Q1 		$4K Sell
287
-1,274
-82% -$17.8K 0.01% 335
2021
Q4 		$21K Buy
+1,561
New +$21.7K 0.03% 223

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State Street
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Macquarie Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sageworth Trust Company of South Dakota's VLY Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Valley National Bancorp (VLY) in Q3 2022, closing a stake of 287 shares — an estimated $3K sold.

Sageworth Trust Company of South Dakota first reported a position in VLY in Q4 2021 and held it in 3 quarters. The position peaked at $21K in Q4 2021. 332 funds tracked by Wall St. Rank hold VLY as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Valley National Bancorp position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 287 Valley National Bancorp shares in Q3 2022, an estimated $3K.
  • Sageworth Trust Company of South Dakota first reported a position in Valley National Bancorp in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Valley National Bancorp position peaked at $21K in Q4 2021.
  • 332 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.