Zeke Capital Advisors’s Valley National Bancorp VLY Stock Holding History

Zeke Capital Advisors’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
2022 Q4	$138K	Buy	+12,210	New	+$144K	0.01%	451
2018 Q4	–	Sell	-17,900	Closed	-$201K	–	648
2018 Q3	$201K	Sell	17,900 -1,972	-10%	-$23.8K	0.02%	604
2018 Q2	$242K	Hold	19,872	–	–	0.02%	481
2018 Q1	$248K	Hold	19,872	–	–	0.02%	501
2017 Q4	$223K	Buy	+19,872	New	+$230K	0.02%	478

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Zeke Capital Advisors's VLY Position: Q4 2022 in Review

Zeke Capital Advisors opened a new position in Valley National Bancorp (VLY) in Q4 2022: 12,210 shares worth $138K. The stake represents 0.01% of the portfolio and ranks #451 among its holdings. This is a return to the name: Zeke Capital Advisors previously reported a position in VLY as recently as Q3 2018.

Zeke Capital Advisors first reported a position in VLY in Q4 2017 and has held it in 5 quarters since. The position peaked at $248K in Q1 2018. 345 funds tracked by Wall St. Rank hold VLY as of Q4 2022.

Zeke Capital Advisors held 12,210 shares of Valley National Bancorp worth $138K as of Q4 2022.
Valley National Bancorp was a new Zeke Capital Advisors position in Q4 2022.
Valley National Bancorp made up 0.01% of Zeke Capital Advisors's portfolio in Q4 2022, its #451 holding.
Zeke Capital Advisors first reported a position in Valley National Bancorp in Q4 2017 and has held it in 5 quarters since.
Zeke Capital Advisors's Valley National Bancorp position peaked at $248K in Q1 2018.
345 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.