EDRH
ISBC

Edmond de Rothschild Holding’s Investors Bancorp, Inc. ISBC Stock Holding History

Edmond de Rothschild Holding’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
-18,300
Closed -$225K – 752
2018
Q3 		$225K Hold
18,300
– – 0.01% 428
2018
Q2 		$234K Hold
18,300
– – 0.01% 438
2018
Q1 		$250K Hold
18,300
– – 0.01% 440
2017
Q4 		$254K Hold
18,300
– – 0.01% 461
2017
Q3 		$250K Buy
+18,300
New +$242K 0.01% 456

Other funds holding ISBC

BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edmond de Rothschild Holding's ISBC Position: Q4 2018 in Review

Edmond de Rothschild Holding sold out of Investors Bancorp, Inc. (ISBC) in Q4 2018, closing a stake of 18,300 shares — an estimated $225K sold.

Edmond de Rothschild Holding first reported a position in ISBC in Q3 2017 and held it in 5 quarters. The position peaked at $254K in Q4 2017. 249 funds tracked by Wall St. Rank hold ISBC as of Q4 2018.

  • Edmond de Rothschild Holding reported no remaining Investors Bancorp, Inc. position as of Q4 2018 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 18,300 Investors Bancorp, Inc. shares in Q4 2018, an estimated $225K.
  • Edmond de Rothschild Holding first reported a position in Investors Bancorp, Inc. in Q3 2017 and held it in 5 quarters.
  • Edmond de Rothschild Holding's Investors Bancorp, Inc. position peaked at $254K in Q4 2017.
  • 249 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2018.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2018, filed 14 Feb 2019.