Berman Capital Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

Berman Capital Advisors’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	$1K	Hold	103	–	–	﹤0.01%	2035
2021 Q2	$1K	Hold	103	–	–	﹤0.01%	1857
2021 Q1	$1K	Hold	103	–	–	﹤0.01%	1738
2020 Q4	$1K	Hold	103	–	–	﹤0.01%	1635
2020 Q3	$0	Buy	+103	New	+$820	﹤0.01%	1844
2020 Q1	–	Sell	-184	Closed	-$2K	–	1746
2019 Q4	$2K	Buy	184 +2	+1%	+$24	﹤0.01%	1276
2019 Q3	$2K	Buy	182 +2	+1%	+$22	﹤0.01%	1262
2019 Q2	$2K	Buy	180 +2	+1%	+$23	﹤0.01%	1269
2019 Q1	$2K	Buy	+178	New	+$2.15K	﹤0.01%	1154

Other funds holding ISBC

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 27.01% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Berman Capital Advisors's ISBC Position: Q3 2021 in Review

Berman Capital Advisors held its Investors Bancorp, Inc. (ISBC) position steady in Q3 2021 at 103 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

Berman Capital Advisors first reported a position in ISBC in Q1 2019 and has held it in 9 quarters since. The position peaked at $2K in Q4 2019. 261 funds tracked by Wall St. Rank hold ISBC as of Q3 2021.

Berman Capital Advisors held 103 shares of Investors Bancorp, Inc. worth $1K as of Q3 2021.
Berman Capital Advisors left its Investors Bancorp, Inc. share count unchanged in Q3 2021.
Investors Bancorp, Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2035 holding.
Berman Capital Advisors first reported a position in Investors Bancorp, Inc. in Q1 2019 and has held it in 9 quarters since.
Berman Capital Advisors's Investors Bancorp, Inc. position peaked at $2K in Q4 2019.
261 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.