CG
ISBC

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

Caprock 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
2020
Q3 		– Sell
-12,643
Closed -$107K – 466
2020
Q2 		$107K Sell
12,643
-71
-0.6% -$597 0.02% 396
2020
Q1 		$102K Buy
+12,714
New +$137K 0.02% 332

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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Caprock Group's ISBC Position: Q3 2020 in Review

Caprock Group sold out of Investors Bancorp, Inc. (ISBC) in Q3 2020, closing a stake of 12,643 shares — an estimated $107K sold.

Caprock Group first reported a position in ISBC in Q1 2020 and held it in 2 quarters. The position peaked at $107K in Q2 2020. 230 funds tracked by Wall St. Rank hold ISBC as of Q3 2020.

  • Caprock Group reported no remaining Investors Bancorp, Inc. position as of Q3 2020 after selling out during the quarter.
  • Caprock Group sold 12,643 Investors Bancorp, Inc. shares in Q3 2020, an estimated $107K.
  • Caprock Group first reported a position in Investors Bancorp, Inc. in Q1 2020 and held it in 2 quarters.
  • Caprock Group's Investors Bancorp, Inc. position peaked at $107K in Q2 2020.
  • 230 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2020.

Based on Caprock Group's 13F filing for Q3 2020, filed 29 Oct 2020.