VNB
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Valley National Bancorp’s United Parcel Service UPS Stock Holding History

Valley National Bancorp’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$423K Hold
3,800
– – 0.52% 49
2014
Q3 		$374K Hold
3,800
– – 0.43% 56
2014
Q2 		$390K Hold
3,800
– – 0.46% 54
2014
Q1 		$370K Hold
3,800
– – 0.49% 50
2013
Q4 		$399K Buy
+3,800
New +$374K 0.39% 63

Other funds holding UPS

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Valley National Bancorp held its United Parcel Service (UPS) position steady in Q4 2014 at 3,800 shares worth $423K. The position accounts for 0.52% of the portfolio, ranked #49.

Valley National Bancorp first reported a position in UPS in Q4 2013 and has held it in 5 quarters since. 1,167 funds tracked by Wall St. Rank hold UPS as of Q4 2014.

  • Valley National Bancorp held 3,800 shares of United Parcel Service worth $423K as of Q4 2014.
  • Valley National Bancorp left its United Parcel Service share count unchanged in Q4 2014.
  • United Parcel Service made up 0.52% of Valley National Bancorp's portfolio in Q4 2014, its #49 holding.
  • Valley National Bancorp first reported a position in United Parcel Service in Q4 2013 and has held it in 5 quarters since.
  • 1,167 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2014.

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