Whitener Capital Management’s Valley National Bancorp VLY Stock Holding History

Whitener Capital Management’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	-14,128	Closed	-$137K	–	149
2021 Q3	$137K	Buy	+14,128	New	+$182K	0.06%	126
2021 Q2	–	Sell	-11,004	Closed	-$151K	–	140
2021 Q1	$151K	Sell	11,004 -3,124	-22%	-$37.6K	0.07%	132
2020 Q4	$137K	Sell	14,128 -4,942	-26%	-$43K	0.06%	127
2020 Q3	$130K	Sell	19,070 -9,930	-34%	-$73.7K	0.06%	125
2020 Q2	$226K	Sell	29,000 -882	-3%	-$6.77K	0.12%	118
2020 Q1	$218K	Buy	+29,882	New	+$292K	0.14%	107

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

Whitener Capital Management's VLY Position: Q4 2021 in Review

Whitener Capital Management sold out of Valley National Bancorp (VLY) in Q4 2021, closing a stake of 14,128 shares — an estimated $137K sold.

Whitener Capital Management first reported a position in VLY in Q1 2020 and held it in 6 quarters. The position peaked at $226K in Q2 2020. 319 funds tracked by Wall St. Rank hold VLY as of Q4 2021.

Whitener Capital Management reported no remaining Valley National Bancorp position as of Q4 2021 after selling out during the quarter.
Whitener Capital Management sold 14,128 Valley National Bancorp shares in Q4 2021, an estimated $137K.
Whitener Capital Management first reported a position in Valley National Bancorp in Q1 2020 and held it in 6 quarters.
Whitener Capital Management's Valley National Bancorp position peaked at $226K in Q2 2020.
319 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2021.

Based on Whitener Capital Management's 13F filing for Q4 2021, filed 7 Feb 2022.