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ISBC

Algebris (UK)’s Investors Bancorp, Inc. ISBC Stock Holding History

Algebris (UK)’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
2020
Q2 		– Sell
-367,928
Closed -$2.94M – 46
2020
Q1 		$2.94M Buy
367,928
+92,127
+33% +$991K 1.55% 16
2019
Q4 		$3.29M Buy
+275,801
New +$3.3M 1.66% 13
2018
Q4 		– Sell
-786,243
Closed -$9.65M – 69
2018
Q3 		$9.65M Sell
786,243
-472,554
-38% -$6.01M 1.44% 21
2018
Q2 		$16.1M Buy
1,258,797
+89,724
+8% +$1.21M 1.64% 19
2018
Q1 		$15.9M Buy
+1,169,073
New +$16.2M 1.5% 21

Other funds holding ISBC

Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Algebris (UK)'s ISBC Position: Q2 2020 in Review

Algebris (UK) sold out of Investors Bancorp, Inc. (ISBC) in Q2 2020, closing a stake of 367,928 shares — an estimated $2.94M sold.

Algebris (UK) first reported a position in ISBC in Q1 2018 and held it in 5 quarters. The position peaked at $16.1M in Q2 2018. 235 funds tracked by Wall St. Rank hold ISBC as of Q2 2020.

  • Algebris (UK) reported no remaining Investors Bancorp, Inc. position as of Q2 2020 after selling out during the quarter.
  • Algebris (UK) sold 367,928 Investors Bancorp, Inc. shares in Q2 2020, an estimated $2.94M.
  • Algebris (UK) first reported a position in Investors Bancorp, Inc. in Q1 2018 and held it in 5 quarters.
  • Algebris (UK)'s Investors Bancorp, Inc. position peaked at $16.1M in Q2 2018.
  • 235 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2020.

Based on Algebris (UK)'s 13F filing for Q2 2020, filed 14 Aug 2020.