AG
ISBC

Aperio Group’s Investors Bancorp, Inc. ISBC Stock Holding History

Aperio Group’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 		$321K Sell
30,409
-3,885
-11% -$35.5K ﹤0.01% 2158
2020
Q3 		$249K Buy
34,294
+3,587
+12% +$28.6K ﹤0.01% 2142
2020
Q2 		$261K Buy
30,707
+2,521
+9% +$21.2K ﹤0.01% 2077
2020
Q1 		$225K Buy
28,186
+5,594
+25% +$60.2K ﹤0.01% 2048
2019
Q4 		$269K Buy
22,592
+895
+4% +$10.7K ﹤0.01% 2102
2019
Q3 		$246K Buy
21,697
+3,875
+22% +$43.3K ﹤0.01% 2098
2019
Q2 		$199K Sell
17,822
-5,441
-23% -$61.7K ﹤0.01% 2177
2019
Q1 		$276K Sell
23,263
-2,827
-11% -$34.1K ﹤0.01% 2040
2018
Q4 		$271K Buy
26,090
+11,868
+83% +$137K ﹤0.01% 1991
2018
Q3 		$175K Sell
14,222
-1,776
-11% -$22.6K ﹤0.01% 2208
2018
Q2 		$205K Buy
15,998
+729
+5% +$9.82K ﹤0.01% 2161
2018
Q1 		$208K Buy
15,269
+8
+0.1% +$111 ﹤0.01% 2126
2017
Q4 		$212K Sell
15,261
-580
-4% -$8.04K ﹤0.01% 2126
2017
Q3 		$216K Buy
15,841
+1,764
+13% +$23.3K ﹤0.01% 2091
2017
Q2 		$188K Sell
14,077
-3,824
-21% -$52.4K ﹤0.01% 2111
2017
Q1 		$257K Buy
17,901
+821
+5% +$11.8K ﹤0.01% 1898
2016
Q4 		$238K Buy
17,080
+6,728
+65% +$87.9K ﹤0.01% 1907
2016
Q3 		$124K Buy
+10,352
New +$120K ﹤0.01% 2006
2016
Q2 		– Sell
-10,719
Closed -$125K – 2050
2016
Q1 		$125K Buy
+10,719
New +$124K ﹤0.01% 1947

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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aperio Group's ISBC Position: Q4 2020 in Review

Aperio Group reduced its Investors Bancorp, Inc. (ISBC) stake by 11% in Q4 2020, selling an estimated $35.5K and leaving 30,409 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #2158.

Aperio Group first reported a position in ISBC in Q1 2016 and has held it in 19 quarters since. 227 funds tracked by Wall St. Rank hold ISBC as of Q4 2020.

  • Aperio Group held 30,409 shares of Investors Bancorp, Inc. worth $321K as of Q4 2020.
  • Aperio Group sold 3,885 Investors Bancorp, Inc. shares in Q4 2020, an estimated $35.5K.
  • Investors Bancorp, Inc. made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2158 holding.
  • Aperio Group first reported a position in Investors Bancorp, Inc. in Q1 2016 and has held it in 19 quarters since.
  • 227 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.