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Valley National Bancorp’s IBM IBM Stock Holding History

Valley National Bancorp’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$521K Sell
3,400
-915
-21% -$146K 0.64% 41
2014
Q3 		$783K Sell
4,315
-157
-4% -$28.6K 0.91% 29
2014
Q2 		$775K Sell
4,472
-209
-4% -$37.6K 0.91% 34
2014
Q1 		$861K Buy
4,681
+52
+1% +$9.15K 1.13% 27
2013
Q4 		$830K Buy
+4,629
New +$798K 0.81% 41

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Valley National Bancorp's IBM Position: Q4 2014 in Review

Valley National Bancorp reduced its IBM (IBM) stake by 21% in Q4 2014, selling an estimated $146K and leaving 3,400 shares worth $521K. The position accounts for 0.64% of the portfolio, ranked #41.

Valley National Bancorp first reported a position in IBM in Q4 2013 and has held it in 5 quarters since. The position peaked at $861K in Q1 2014. 1,751 funds tracked by Wall St. Rank hold IBM as of Q4 2014.

  • Valley National Bancorp held 3,400 shares of IBM worth $521K as of Q4 2014.
  • Valley National Bancorp sold 915 IBM shares in Q4 2014, an estimated $146K.
  • IBM made up 0.64% of Valley National Bancorp's portfolio in Q4 2014, its #41 holding.
  • Valley National Bancorp first reported a position in IBM in Q4 2013 and has held it in 5 quarters since.
  • Valley National Bancorp's IBM position peaked at $861K in Q1 2014.
  • 1,751 funds tracked by Wall St. Rank held IBM as of Q4 2014.

Based on Valley National Bancorp's 13F filing for Q4 2014, filed 9 Feb 2015.