Tarbox Family Office’s Valley National Bancorp VLY Stock Holding History

Tarbox Family Office’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
2020 Q1	–	Sell	-401	Closed	-$5K	–	1336
2019 Q4	$5K	Buy	+401	New	+$4.62K	﹤0.01%	515

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Norges Bank Oslo, Norway $935B AUM

Tarbox Family Office's VLY Position: Q1 2020 in Review

Tarbox Family Office sold out of Valley National Bancorp (VLY) in Q1 2020, closing a stake of 401 shares — an estimated $5K sold.

Tarbox Family Office first reported a position in VLY in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 289 funds tracked by Wall St. Rank hold VLY as of Q1 2020.

Tarbox Family Office reported no remaining Valley National Bancorp position as of Q1 2020 after selling out during the quarter.
Tarbox Family Office sold 401 Valley National Bancorp shares in Q1 2020, an estimated $5K.
Tarbox Family Office first reported a position in Valley National Bancorp in Q4 2019 and held it in 1 quarter.
Tarbox Family Office's Valley National Bancorp position peaked at $5K in Q4 2019.
289 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.