Congress Asset Management’s Investors Bancorp, Inc. ISBC Stock Holding History

Congress Asset 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
2018 Q4	–	Sell	-281,245	Closed	-$3.45M	–	381
2018 Q3	$3.45M	Buy	281,245 +27,170	+11%	+$346K	0.04%	232
2018 Q2	$3.25M	Sell	254,075 -6,121	-2%	-$82.5K	0.04%	227
2018 Q1	$3.55M	Buy	260,196 +4,831	+2%	+$67K	0.05%	216
2017 Q4	$3.54M	Sell	255,365 -4,485	-2%	-$62.2K	0.05%	204
2017 Q3	$3.54M	Buy	+259,850	New	+$3.43M	0.05%	203

Other funds holding ISBC

BHG

Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 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

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

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

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Congress Asset Management's ISBC Position: Q4 2018 in Review

Congress Asset Management sold out of Investors Bancorp, Inc. (ISBC) in Q4 2018, closing a stake of 281,245 shares — an estimated $3.45M sold.

Congress Asset Management first reported a position in ISBC in Q3 2017 and held it in 5 quarters. The position peaked at $3.55M in Q1 2018. 249 funds tracked by Wall St. Rank hold ISBC as of Q4 2018.

Congress Asset Management reported no remaining Investors Bancorp, Inc. position as of Q4 2018 after selling out during the quarter.
Congress Asset Management sold 281,245 Investors Bancorp, Inc. shares in Q4 2018, an estimated $3.45M.
Congress Asset Management first reported a position in Investors Bancorp, Inc. in Q3 2017 and held it in 5 quarters.
Congress Asset Management's Investors Bancorp, Inc. position peaked at $3.55M in Q1 2018.
249 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2018.

Based on Congress Asset Management's 13F filing for Q4 2018, filed 25 Jan 2019.