Smith Shellnut Wilson’s Valley National Bancorp VLY Stock Holding History

Smith Shellnut Wilson’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	-13,083	Closed	-$136K	–	127
2022 Q2	$136K	Sell	13,083 -7,288	-36%	-$86.6K	0.08%	125
2022 Q1	$265K	Hold	20,371	–	–	0.14%	121
2021 Q4	$280K	Hold	20,371	–	–	0.14%	128
2021 Q3	$271K	Hold	20,371	–	–	0.16%	115
2021 Q2	$274K	Sell	20,371 -1,457	-7%	-$20.3K	0.16%	115
2021 Q1	$300K	Hold	21,828	–	–	0.18%	100
2020 Q4	$213K	Hold	21,828	–	–	0.13%	124
2020 Q3	$150	Hold	21,828	–	–	0.06%	122
2020 Q2	$171K	Sell	21,828 -7,288	-25%	-$55.9K	0.12%	108
2020 Q1	$213K	Hold	29,116	–	–	0.18%	98
2019 Q4	$333K	Hold	29,116	–	–	0.22%	89
2019 Q3	$316K	Hold	29,116	–	–	0.23%	84
2019 Q2	$314K	Hold	29,116	–	–	0.24%	79
2019 Q1	$279K	Buy	29,116 +7,288	+33%	+$74.2K	0.22%	101
2018 Q4	$194K	Sell	21,828 -7,288	-25%	-$73.5K	0.21%	107
2018 Q3	$328K	Buy	+29,116	New	+$351K	0.29%	63
2018 Q1	$374K	Sell	30,005 -963	-3%	-$12K	0.32%	51
2017 Q4	$347K	Sell	30,968 -1,452	-4%	-$16.8K	0.29%	70
2017 Q3	$391K	Sell	32,420 -8,229	-20%	-$94.8K	0.34%	61
2017 Q2	$371K	Buy	40,649 +48	+0.1%	+$562	0.39%	53
2017 Q1	$479K	Hold	40,601	–	–	0.44%	46
2016 Q4	$473K	Buy	+40,601	New	+$434K	0.46%	42

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Smith Shellnut Wilson's VLY Position: Q3 2022 in Review

Smith Shellnut Wilson sold out of Valley National Bancorp (VLY) in Q3 2022, closing a stake of 13,083 shares — an estimated $136K sold.

Smith Shellnut Wilson first reported a position in VLY in Q4 2016 and held it in 22 quarters. The position peaked at $479K in Q1 2017. 331 funds tracked by Wall St. Rank hold VLY as of Q3 2022.

Smith Shellnut Wilson reported no remaining Valley National Bancorp position as of Q3 2022 after selling out during the quarter.
Smith Shellnut Wilson sold 13,083 Valley National Bancorp shares in Q3 2022, an estimated $136K.
Smith Shellnut Wilson first reported a position in Valley National Bancorp in Q4 2016 and held it in 22 quarters.
Smith Shellnut Wilson's Valley National Bancorp position peaked at $479K in Q1 2017.
331 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2022.

Based on Smith Shellnut Wilson's 13F filing for Q3 2022, filed 3 Nov 2022.