Baird Financial Group
ISBC

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

Baird Financial 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
2019
Q4 		– Sell
-21,670
Closed -$246K – 1566
2019
Q3 		$246K Sell
21,670
-443
-2% -$4.95K ﹤0.01% 1381
2019
Q2 		$247K Buy
22,113
+47
+0.2% +$533 ﹤0.01% 1395
2019
Q1 		$261K Buy
22,066
+56
+0.3% +$675 ﹤0.01% 1184
2018
Q4 		$229K Buy
22,010
+1,519
+7% +$17.5K ﹤0.01% 1184
2018
Q3 		$249K Buy
20,491
+340
+2% +$4.33K ﹤0.01% 1227
2018
Q2 		$258K Buy
20,151
+13
+0.1% +$175 ﹤0.01% 1177
2018
Q1 		$275K Buy
20,138
+550
+3% +$7.63K ﹤0.01% 1140
2017
Q4 		$272K Buy
19,588
+922
+5% +$12.8K ﹤0.01% 1149
2017
Q3 		$255K Buy
+18,666
New +$246K ﹤0.01% 1130

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baird Financial Group's ISBC Position: Q4 2019 in Review

Baird Financial Group sold out of Investors Bancorp, Inc. (ISBC) in Q4 2019, closing a stake of 21,670 shares — an estimated $246K sold.

Baird Financial Group first reported a position in ISBC in Q3 2017 and held it in 9 quarters. The position peaked at $275K in Q1 2018. 247 funds tracked by Wall St. Rank hold ISBC as of Q4 2019.

  • Baird Financial Group reported no remaining Investors Bancorp, Inc. position as of Q4 2019 after selling out during the quarter.
  • Baird Financial Group sold 21,670 Investors Bancorp, Inc. shares in Q4 2019, an estimated $246K.
  • Baird Financial Group first reported a position in Investors Bancorp, Inc. in Q3 2017 and held it in 9 quarters.
  • Baird Financial Group's Investors Bancorp, Inc. position peaked at $275K in Q1 2018.
  • 247 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2019.

Based on Baird Financial Group's 13F filing for Q4 2019, filed 14 Feb 2020.