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United Asset Strategies’s Valley National Bancorp VLY Stock Holding History

United Asset Strategies’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
Q3 		– Sell
-22,819
Closed -$177K – 245
2023
Q2 		$177K Buy
+22,819
New +$181K 0.02% 222

Other funds holding VLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

United Asset Strategies's VLY Position: Q3 2023 in Review

United Asset Strategies sold out of Valley National Bancorp (VLY) in Q3 2023, closing a stake of 22,819 shares — an estimated $177K sold.

United Asset Strategies first reported a position in VLY in Q2 2023 and held it in 1 quarter. The position peaked at $177K in Q2 2023. 324 funds tracked by Wall St. Rank hold VLY as of Q3 2023.

  • United Asset Strategies reported no remaining Valley National Bancorp position as of Q3 2023 after selling out during the quarter.
  • United Asset Strategies sold 22,819 Valley National Bancorp shares in Q3 2023, an estimated $177K.
  • United Asset Strategies first reported a position in Valley National Bancorp in Q2 2023 and held it in 1 quarter.
  • United Asset Strategies's Valley National Bancorp position peaked at $177K in Q2 2023.
  • 324 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2023.

Based on United Asset Strategies's 13F filing for Q3 2023, filed 7 Nov 2023.