Alpha Windward’s Investors Bancorp, Inc. ISBC Stock Holding History

Alpha Windward’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 Q4	–	Sell	-729	Closed	-$5K	–	394
2020 Q3	$5K	Hold	729	–	–	﹤0.01%	385
2020 Q2	$6K	Sell	729 -685	-48%	-$5.76K	﹤0.01%	388
2020 Q1	$11K	Hold	1,414	–	–	0.01%	351
2019 Q4	$17K	Buy	+1,414	New	+$16.9K	0.01%	351
2018 Q2	–	Sell	-1,070	Closed	-$15K	–	466
2018 Q1	$15K	Hold	1,070	–	–	0.01%	374
2017 Q4	$15K	Buy	+1,070	New	+$14.8K	0.01%	377

Other funds holding ISBC

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

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

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

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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

Alpha Windward's ISBC Position: Q4 2020 in Review

Alpha Windward sold out of Investors Bancorp, Inc. (ISBC) in Q4 2020, closing a stake of 729 shares — an estimated $5K sold.

Alpha Windward first reported a position in ISBC in Q4 2017 and held it in 6 quarters. The position peaked at $17K in Q4 2019. 227 funds tracked by Wall St. Rank hold ISBC as of Q4 2020.

Alpha Windward reported no remaining Investors Bancorp, Inc. position as of Q4 2020 after selling out during the quarter.
Alpha Windward sold 729 Investors Bancorp, Inc. shares in Q4 2020, an estimated $5K.
Alpha Windward first reported a position in Investors Bancorp, Inc. in Q4 2017 and held it in 6 quarters.
Alpha Windward's Investors Bancorp, Inc. position peaked at $17K in Q4 2019.
227 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2020.

Based on Alpha Windward's 13F filing for Q4 2020.