Washington Trust’s Valley National Bancorp VLY Stock Holding History

Washington Trust’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
2021 Q4	–	Sell	-8,936	Closed	-$119K	–	1096
2021 Q3	$119K	Hold	8,936	–	–	﹤0.01%	379
2021 Q2	$120K	Hold	8,936	–	–	﹤0.01%	380
2021 Q1	$123K	Hold	8,936	–	–	﹤0.01%	361
2020 Q4	$87K	Hold	8,936	–	–	﹤0.01%	396
2020 Q3	$61K	Buy	+8,936	New	+$66.4K	﹤0.01%	408

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Washington Trust's VLY Position: Q4 2021 in Review

Washington Trust sold out of Valley National Bancorp (VLY) in Q4 2021, closing a stake of 8,936 shares — an estimated $119K sold.

Washington Trust first reported a position in VLY in Q3 2020 and held it in 5 quarters. The position peaked at $123K in Q1 2021. 319 funds tracked by Wall St. Rank hold VLY as of Q4 2021.

Washington Trust reported no remaining Valley National Bancorp position as of Q4 2021 after selling out during the quarter.
Washington Trust sold 8,936 Valley National Bancorp shares in Q4 2021, an estimated $119K.
Washington Trust first reported a position in Valley National Bancorp in Q3 2020 and held it in 5 quarters.
Washington Trust's Valley National Bancorp position peaked at $123K in Q1 2021.
319 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2021.

Based on Washington Trust's 13F filing for Q4 2021, filed 9 Feb 2022.