Advisory Research’s Investors Bancorp, Inc. ISBC Stock Holding History

Advisory Research’s Portfolio ISBC Stock Details ISBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-48,973	Closed	-$626K	–	396
2018 Q2	$626K	Sell	48,973 -41,639	-46%	-$561K	0.01%	299
2018 Q1	$1.24M	Sell	90,612 -1,311,145	-94%	-$18.2M	0.02%	256
2017 Q4	$19.5M	Sell	1,401,757 -397,089	-22%	-$5.51M	0.32%	86
2017 Q3	$24.5M	Sell	1,798,846 -55,018	-3%	-$726K	0.39%	71
2017 Q2	$24.8M	Sell	1,853,864 -210,181	-10%	-$2.88M	0.39%	68
2017 Q1	$29.7M	Sell	2,064,045 -1,074,021	-34%	-$15.4M	0.44%	61
2016 Q4	$43.8M	Sell	3,138,066 -189,802	-6%	-$2.48M	0.65%	51
2016 Q3	$40M	Sell	3,327,868 -306,691	-8%	-$3.56M	0.65%	50
2016 Q2	$40.3M	Sell	3,634,559 -532	-0%	-$6.16K	0.69%	47
2016 Q1	$42.3M	Buy	3,635,091 +592,810	+19%	+$6.83M	0.8%	43
2015 Q4	$37.8M	Sell	3,042,281 -184,521	-6%	-$2.32M	0.57%	58
2015 Q3	$39.8M	Sell	3,226,802 -575,864	-15%	-$6.99M	0.57%	56
2015 Q2	$46.8M	Sell	3,802,666 -1,450,171	-28%	-$17.5M	0.53%	57
2015 Q1	$61.6M	Sell	5,252,837 -908,108	-15%	-$10.3M	0.67%	41
2014 Q4	$69.2M	Sell	6,160,945 -198,586	-3%	-$2.11M	0.72%	38
2014 Q3	$64.4M	Sell	6,359,531 -255,908	-4%	-$2.7M	0.62%	53
2014 Q2	$73.1M	Sell	6,615,439 -281,556	-4%	-$3M	0.68%	49
2014 Q1	$74.8M	Sell	6,896,995 -666,421	-9%	-$6.84M	0.77%	46
2013 Q4	$75.9M	Sell	7,563,416 -774,108	-9%	-$7.17M	0.78%	46
2013 Q3	$71.6M	Sell	8,337,524 -2,258,983	-21%	-$19.4M	0.77%	45
2013 Q2	$87.6M	Buy	+10,596,507	New	+$82.1M	0.99%	32

Other funds holding ISBC

BHG

Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Research's ISBC Position: Q3 2018 in Review

Advisory Research sold out of Investors Bancorp, Inc. (ISBC) in Q3 2018, closing a stake of 48,973 shares — an estimated $626K sold.

Advisory Research first reported a position in ISBC in Q2 2013 and held it in 21 quarters. The position peaked at $87.6M in Q2 2013. 243 funds tracked by Wall St. Rank hold ISBC as of Q3 2018.

Advisory Research reported no remaining Investors Bancorp, Inc. position as of Q3 2018 after selling out during the quarter.
Advisory Research sold 48,973 Investors Bancorp, Inc. shares in Q3 2018, an estimated $626K.
Advisory Research first reported a position in Investors Bancorp, Inc. in Q2 2013 and held it in 21 quarters.
Advisory Research's Investors Bancorp, Inc. position peaked at $87.6M in Q2 2013.
243 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2018.

Based on Advisory Research's 13F filing for Q3 2018, filed 13 Nov 2018.