TwinBeech Capital’s Valley National Bancorp VLY Stock Holding History

TwinBeech Capital’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
2024 Q2	–	Sell	-499,716	Closed	-$3.98M	–	799
2024 Q1	$3.98M	Buy	+499,716	New	+$4.45M	0.08%	245
2023 Q4	–	Sell	-15,683	Closed	-$134K	–	919
2023 Q3	$134K	Buy	+15,683	New	+$142K	﹤0.01%	603
2023 Q1	–	Sell	-223,158	Closed	-$2.52M	–	907
2022 Q4	$2.52M	Buy	223,158 +91,782	+70%	+$1.08M	0.05%	388
2022 Q3	$1.42M	Buy	131,376 +60,627	+86%	+$699K	0.04%	395
2022 Q2	$736K	Buy	+70,749	New	+$840K	0.03%	377
2021 Q4	–	Sell	-89,596	Closed	-$1.19M	–	831
2021 Q3	$1.19M	Buy	+89,596	New	+$1.16M	0.08%	303
2020 Q1	–	Sell	-30,045	Closed	-$344K	–	491
2019 Q4	$344K	Buy	+30,045	New	+$346K	0.1%	273

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

TwinBeech Capital's VLY Position: Q2 2024 in Review

TwinBeech Capital sold out of Valley National Bancorp (VLY) in Q2 2024, closing a stake of 499,716 shares — an estimated $3.98M sold.

TwinBeech Capital first reported a position in VLY in Q4 2019 and held it in 7 quarters. The position peaked at $3.98M in Q1 2024. 352 funds tracked by Wall St. Rank hold VLY as of Q2 2024.

TwinBeech Capital reported no remaining Valley National Bancorp position as of Q2 2024 after selling out during the quarter.
TwinBeech Capital sold 499,716 Valley National Bancorp shares in Q2 2024, an estimated $3.98M.
TwinBeech Capital first reported a position in Valley National Bancorp in Q4 2019 and held it in 7 quarters.
TwinBeech Capital's Valley National Bancorp position peaked at $3.98M in Q1 2024.
352 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2024.

Based on TwinBeech Capital's 13F filing for Q2 2024, filed 14 Aug 2024.