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

Boston 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
2019 Q3	$133K	Sell	11,725 -800	-6%	-$8.94K	0.01%	585
2019 Q2	$140K	Hold	12,525	–	–	0.01%	628
2019 Q1	$148K	Sell	12,525 -3,510	-22%	-$42.3K	0.01%	623
2018 Q4	$167K	Sell	16,035 -1,925	-11%	-$22.2K	0.01%	615
2018 Q3	$220K	Sell	17,960 -13,600	-43%	-$173K	0.01%	615
2018 Q2	$404K	Hold	31,560	–	–	0.01%	529
2018 Q1	$430K	Sell	31,560 -29,620	-48%	-$411K	0.01%	522
2017 Q4	$849K	Sell	61,180 -4,735	-7%	-$65.7K	0.02%	403
2017 Q3	$899K	Sell	65,915 -9,520	-13%	-$126K	0.02%	376
2017 Q2	$1.01M	Sell	75,435 -16,530	-18%	-$226K	0.02%	376
2017 Q1	$1.32M	Sell	91,965 -28,800	-24%	-$413K	0.03%	320
2016 Q4	$1.69M	Sell	120,765 -576,385	-83%	-$7.53M	0.04%	306
2016 Q3	$8.37M	Buy	697,150 +25,085	+4%	+$291K	0.21%	143
2016 Q2	$7.45M	Sell	672,065 -98,444	-13%	-$1.14M	0.19%	149
2016 Q1	$8.97M	Sell	770,509 -165,138	-18%	-$1.9M	0.22%	123
2015 Q4	$11.6M	Buy	935,647 +103,022	+12%	+$1.3M	0.27%	110
2015 Q3	$10.3M	Buy	+832,625	New	+$10.1M	0.39%	70

Other funds holding ISBC

BHG

Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Advisors's ISBC Position: Q3 2019 in Review

Boston Advisors reduced its Investors Bancorp, Inc. (ISBC) stake by 6.4% in Q3 2019, selling an estimated $8.94K and leaving 11,725 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #585.

Boston Advisors first reported a position in ISBC in Q3 2015 and has held it in 17 quarters since. The position peaked at $11.6M in Q4 2015. 217 funds tracked by Wall St. Rank hold ISBC as of Q3 2019.

Boston Advisors held 11,725 shares of Investors Bancorp, Inc. worth $133K as of Q3 2019.
Boston Advisors sold 800 Investors Bancorp, Inc. shares in Q3 2019, an estimated $8.94K.
Investors Bancorp, Inc. made up 0.01% of Boston Advisors's portfolio in Q3 2019, its #585 holding.
Boston Advisors first reported a position in Investors Bancorp, Inc. in Q3 2015 and has held it in 17 quarters since.
Boston Advisors's Investors Bancorp, Inc. position peaked at $11.6M in Q4 2015.
217 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.