BHZ Capital Management’s Investors Bancorp, Inc. ISBC Stock Holding History

BHZ Capital 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 Q4	–	Sell	-69,465	Closed	-$1.05M	–	145
2021 Q3	$1.05M	Buy	69,465 +37,634	+118%	+$525K	0.36%	71
2021 Q2	$454K	Hold	31,831	–	–	0.17%	100
2021 Q1	$468K	Sell	31,831 -88,200	-73%	-$1.14M	0.15%	99
2020 Q4	$1.27M	Hold	120,031	–	–	0.43%	66
2020 Q3	$871K	Buy	120,031 +6,700	+6%	+$53.3K	0.37%	75
2020 Q2	$963K	Buy	113,331 +87,059	+331%	+$732K	0.38%	71
2020 Q1	$210K	Sell	26,272 -311,869	-92%	-$3.35M	0.08%	130
2019 Q4	$4.03M	Sell	338,141 -129,945	-28%	-$1.56M	0.95%	33
2019 Q3	$5.32M	Sell	468,086 -20,610	-4%	-$230K	1.29%	21
2019 Q2	$5.45M	Buy	488,696 +39,800	+9%	+$451K	1.31%	23
2019 Q1	$5.32M	Buy	448,896 +4,900	+1%	+$59.1K	1.33%	24
2018 Q4	$4.62M	Buy	443,996 +411,996	+1,287%	+$4.76M	1.22%	27
2018 Q3	$393K	Buy	+32,000	New	+$407K	0.1%	114

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

BHZ Capital Management's ISBC Position: Q4 2021 in Review

BHZ Capital Management sold out of Investors Bancorp, Inc. (ISBC) in Q4 2021, closing a stake of 69,465 shares — an estimated $1.05M sold.

BHZ Capital Management first reported a position in ISBC in Q3 2018 and held it in 13 quarters. The position peaked at $5.45M in Q2 2019. 265 funds tracked by Wall St. Rank hold ISBC as of Q4 2021.

BHZ Capital Management reported no remaining Investors Bancorp, Inc. position as of Q4 2021 after selling out during the quarter.
BHZ Capital Management sold 69,465 Investors Bancorp, Inc. shares in Q4 2021, an estimated $1.05M.
BHZ Capital Management first reported a position in Investors Bancorp, Inc. in Q3 2018 and held it in 13 quarters.
BHZ Capital Management's Investors Bancorp, Inc. position peaked at $5.45M in Q2 2019.
265 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2021.

Based on BHZ Capital Management's 13F filing for Q4 2021, filed 7 Feb 2022.