Beese Fulmer Investment Management’s Investors Bancorp, Inc. ISBC Stock Holding History

Beese Fulmer Investment Management’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
2021 Q3	–	Sell	-13,450	Closed	-$192K	–	246
2021 Q2	$192K	Hold	13,450	–	–	0.02%	226
2021 Q1	$198K	Hold	13,450	–	–	0.02%	219
2020 Q4	$142K	Buy	13,450 +1,100	+9%	+$10K	0.02%	207
2020 Q3	$90K	Hold	12,350	–	–	0.01%	191
2020 Q2	$105K	Hold	12,350	–	–	0.02%	241
2020 Q1	$99K	Hold	12,350	–	–	0.02%	177
2019 Q4	$147K	Hold	12,350	–	–	0.02%	198
2019 Q3	$140K	Hold	12,350	–	–	0.02%	203
2019 Q2	$138K	Hold	12,350	–	–	0.03%	176
2019 Q1	$146K	Hold	12,350	–	–	0.03%	176
2018 Q4	$128K	Buy	+12,350	New	+$143K	0.03%	167

Other funds holding ISBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Beese Fulmer Investment Management's ISBC Position: Q3 2021 in Review

Beese Fulmer Investment Management sold out of Investors Bancorp, Inc. (ISBC) in Q3 2021, closing a stake of 13,450 shares — an estimated $192K sold.

Beese Fulmer Investment Management first reported a position in ISBC in Q4 2018 and held it in 11 quarters. The position peaked at $198K in Q1 2021. 261 funds tracked by Wall St. Rank hold ISBC as of Q3 2021.

Beese Fulmer Investment Management reported no remaining Investors Bancorp, Inc. position as of Q3 2021 after selling out during the quarter.
Beese Fulmer Investment Management sold 13,450 Investors Bancorp, Inc. shares in Q3 2021, an estimated $192K.
Beese Fulmer Investment Management first reported a position in Investors Bancorp, Inc. in Q4 2018 and held it in 11 quarters.
Beese Fulmer Investment Management's Investors Bancorp, Inc. position peaked at $198K in Q1 2021.
261 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2021.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2021, filed 8 Oct 2021.