ACL
ISBC

Azora Capital LP’s Investors Bancorp, Inc. ISBC Stock Holding History

Azora Capital LP’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
2019
Q4 		– Sell
-5,047,500
Closed -$57.3M – 54
2019
Q3 		$57.3M Buy
5,047,500
+3,117,075
+161% +$34.8M 12.67% 1
2019
Q2 		$21.5M Buy
+1,930,425
New +$21.9M 2.95% 15
2019
Q1 		– Sell
-3,332,057
Closed -$34.7M – 44
2018
Q4 		$34.7M Buy
+3,332,057
New +$38.5M 5.53% 7

Other funds holding ISBC

Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Azora Capital LP's ISBC Position: Q4 2019 in Review

Azora Capital LP sold out of Investors Bancorp, Inc. (ISBC) in Q4 2019, closing a stake of 5,047,500 shares — an estimated $57.3M sold.

Azora Capital LP first reported a position in ISBC in Q4 2018 and held it in 3 quarters. The position peaked at $57.3M in Q3 2019. 247 funds tracked by Wall St. Rank hold ISBC as of Q4 2019.

  • Azora Capital LP reported no remaining Investors Bancorp, Inc. position as of Q4 2019 after selling out during the quarter.
  • Azora Capital LP sold 5,047,500 Investors Bancorp, Inc. shares in Q4 2019, an estimated $57.3M.
  • Azora Capital LP first reported a position in Investors Bancorp, Inc. in Q4 2018 and held it in 3 quarters.
  • Azora Capital LP's Investors Bancorp, Inc. position peaked at $57.3M in Q3 2019.
  • 247 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2019.

Based on Azora Capital LP's 13F filing for Q4 2019, filed 14 Feb 2020.