Clover Partners’s Investors Bancorp, Inc. ISBC Stock Holding History

Clover Partners’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	$1.78M	Buy	156,600 +36,600	+31%	+$409K	4.12%	12
2019 Q2	$1.34M	Buy	+120,000	New	+$1.36M	2.44%	22
2017 Q3	–	Sell	-783,603	Closed	-$10.5M	–	31
2017 Q2	$10.5M	Buy	783,603 +183,603	+31%	+$2.51M	3.57%	14
2017 Q1	$8.63M	Buy	600,000 +300,000	+100%	+$4.3M	3.42%	14
2016 Q4	$4.18M	Buy	+300,000	New	+$3.92M	2.25%	17
2016 Q1	–	Sell	-37,516	Closed	-$467K	–	34
2015 Q4	$467K	Sell	37,516 -200,000	-84%	-$2.52M	0.21%	32
2015 Q3	$2.93M	Sell	237,516 -450,000	-65%	-$5.46M	1.43%	23
2015 Q2	$8.46M	Hold	687,516	–	–	4.13%	8
2015 Q1	$8.06M	Hold	687,516	–	–	3.86%	13
2014 Q4	$7.72M	Buy	687,516 +15,000	+2%	+$159K	4.16%	10
2014 Q3	$6.81M	Hold	672,516	–	–	4.13%	12
2014 Q2	$7.43M	Buy	672,516 +263	+0%	+$2.8K	4.57%	10
2014 Q1	$7.29M	Hold	672,253	–	–	4.54%	8
2013 Q4	$6.75M	Buy	672,253 +216,665	+48%	+$2.01M	4.82%	7
2013 Q3	$3.91M	Sell	455,588 -191,175	-30%	-$1.64M	3.03%	16
2013 Q2	$5.35M	Buy	+646,763	New	+$5.01M	4.21%	10

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 $29.7B AUM 43.33% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clover Partners's ISBC Position: Q3 2019 in Review

Clover Partners increased its Investors Bancorp, Inc. (ISBC) stake by 31% in Q3 2019, buying an estimated $409K and bringing the position to 156,600 shares worth $1.78M. The position accounts for 4.12% of the portfolio, ranked #12.

Clover Partners first reported a position in ISBC in Q2 2013 and has held it in 16 quarters since. The position peaked at $10.5M in Q2 2017. 217 funds tracked by Wall St. Rank hold ISBC as of Q3 2019.

Clover Partners held 156,600 shares of Investors Bancorp, Inc. worth $1.78M as of Q3 2019.
Clover Partners bought 36,600 Investors Bancorp, Inc. shares in Q3 2019, an estimated $409K.
Investors Bancorp, Inc. made up 4.12% of Clover Partners's portfolio in Q3 2019, its #12 holding.
Clover Partners first reported a position in Investors Bancorp, Inc. in Q2 2013 and has held it in 16 quarters since.
Clover Partners's Investors Bancorp, Inc. position peaked at $10.5M in Q2 2017.
217 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2019.

Based on Clover Partners's 13F filing for Q3 2019, filed 12 Nov 2019.