Valley National Advisers’s Valley National Bancorp VLY Stock Holding History

Valley National Advisers’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 Q1	–	Sell	-120	Closed	-$1K	–	1293
2023 Q4	$1K	Buy	+120	New	+$1.08K	﹤0.01%	1163
2020 Q4	–	Sell	-1,000	Closed	-$7K	–	866
2020 Q3	$7K	Hold	1,000	–	–	﹤0.01%	525
2020 Q2	$8K	Hold	1,000	–	–	﹤0.01%	507
2020 Q1	$7K	Hold	1,000	–	–	﹤0.01%	516
2019 Q4	$11K	Hold	1,000	–	–	﹤0.01%	519
2019 Q3	$11K	Hold	1,000	–	–	﹤0.01%	499
2019 Q2	$11K	Hold	1,000	–	–	﹤0.01%	470
2019 Q1	$10K	Hold	1,000	–	–	﹤0.01%	479
2018 Q4	$9K	Hold	1,000	–	–	﹤0.01%	466
2018 Q3	$11K	Buy	+1,000	New	+$12.1K	﹤0.01%	431

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Valley National Advisers's VLY Position: Q1 2024 in Review

Valley National Advisers sold out of Valley National Bancorp (VLY) in Q1 2024, closing a stake of 120 shares — an estimated $1K sold.

Valley National Advisers first reported a position in VLY in Q3 2018 and held it in 10 quarters. The position peaked at $11K in Q4 2019. 362 funds tracked by Wall St. Rank hold VLY as of Q1 2024.

Valley National Advisers reported no remaining Valley National Bancorp position as of Q1 2024 after selling out during the quarter.
Valley National Advisers sold 120 Valley National Bancorp shares in Q1 2024, an estimated $1K.
Valley National Advisers first reported a position in Valley National Bancorp in Q3 2018 and held it in 10 quarters.
Valley National Advisers's Valley National Bancorp position peaked at $11K in Q4 2019.
362 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2024.

Based on Valley National Advisers's 13F filing for Q1 2024, filed 19 Apr 2024.