Simplicity Solutions’s Valley National Bancorp VLY Stock Holding History

Simplicity Solutions’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	$136K	Buy	+12,524	New	+$112K	﹤0.01%	994

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Simplicity Solutions's VLY Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Valley National Bancorp (VLY) in Q4 2023: 12,524 shares worth $136K. The stake represents ﹤0.01% of the portfolio and ranks #994 among its holdings.

335 funds tracked by Wall St. Rank hold VLY as of Q4 2023.

Simplicity Solutions held 12,524 shares of Valley National Bancorp worth $136K as of Q4 2023.
Valley National Bancorp was a new Simplicity Solutions position in Q4 2023.
Valley National Bancorp made up ﹤0.01% of Simplicity Solutions's portfolio in Q4 2023, its #994 holding.
335 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.