Valley National Advisers’s 180 Degree Capital TURN Stock Holding History

Valley National Advisers’s Portfolio TURN Stock Details TURN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-403	Closed	-$1K	–	858
2025 Q1	$1K	Hold	403	–	–	﹤0.01%	804
2024 Q4	$1K	Hold	403	–	–	﹤0.01%	764
2024 Q3	$1K	Hold	403	–	–	﹤0.01%	727
2024 Q2	$1K	Hold	403	–	–	﹤0.01%	1139
2024 Q1	$1K	Hold	403	–	–	﹤0.01%	1185
2023 Q4	$1K	Hold	403	–	–	﹤0.01%	1158
2023 Q3	$2K	Hold	403	–	–	﹤0.01%	859
2023 Q2	$2K	Hold	403	–	–	﹤0.01%	824
2023 Q1	$2K	Hold	403	–	–	﹤0.01%	786
2022 Q4	$2K	Hold	403	–	–	﹤0.01%	760
2022 Q3	$2K	Hold	403	–	–	﹤0.01%	801
2022 Q2	$2K	Hold	403	–	–	﹤0.01%	783
2022 Q1	$3K	Hold	403	–	–	﹤0.01%	766
2021 Q4	$3K	Buy	+403	New	+$2.93K	﹤0.01%	763

Other funds holding TURN

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

JCP

JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valley National Advisers's TURN Position: Q2 2025 in Review

Valley National Advisers sold out of 180 Degree Capital (TURN) in Q2 2025, closing a stake of 403 shares — an estimated $1K sold.

Valley National Advisers first reported a position in TURN in Q4 2021 and held it in 14 quarters. The position peaked at $3K in Q1 2022. 18 funds tracked by Wall St. Rank hold TURN as of Q2 2025.

Valley National Advisers reported no remaining 180 Degree Capital position as of Q2 2025 after selling out during the quarter.
Valley National Advisers sold 403 180 Degree Capital shares in Q2 2025, an estimated $1K.
Valley National Advisers first reported a position in 180 Degree Capital in Q4 2021 and held it in 14 quarters.
Valley National Advisers's 180 Degree Capital position peaked at $3K in Q1 2022.
18 funds tracked by Wall St. Rank held 180 Degree Capital as of Q2 2025.

Based on Valley National Advisers's 13F filing for Q2 2025, filed 22 Jul 2025.