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

Epoch Investment 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
2016 Q1	–	Sell	-6,432,885	Closed	-$80M	–	300
2015 Q4	$80M	Sell	6,432,885 -1,805,261	-22%	-$22.7M	0.32%	91
2015 Q3	$102M	Sell	8,238,146 -1,434,089	-15%	-$17.4M	0.39%	87
2015 Q2	$119M	Sell	9,672,235 -336,190	-3%	-$4.06M	0.44%	82
2015 Q1	$117M	Buy	10,008,425 +1,686,946	+20%	+$19.1M	0.44%	76
2014 Q4	$93.4M	Sell	8,321,479 -83,119	-1%	-$883K	0.34%	92
2014 Q3	$85.1M	Sell	8,404,598 -225,548	-3%	-$2.38M	0.33%	94
2014 Q2	$95.4M	Buy	8,630,146 +5,322,449	+161%	+$56.7M	0.37%	88
2014 Q1	$35.9M	Buy	3,307,697 +96,824	+3%	+$994K	0.14%	131
2013 Q4	$32.2M	Buy	3,210,873 +24,636	+0.8%	+$228K	0.14%	136
2013 Q3	$27.4M	Buy	3,186,237 +116,999	+4%	+$1M	0.12%	139
2013 Q2	$25.4M	Buy	+3,069,238	New	+$23.8M	0.13%	140

Other funds holding ISBC

BHG

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Epoch Investment Partners's ISBC Position: Q1 2016 in Review

Epoch Investment Partners sold out of Investors Bancorp, Inc. (ISBC) in Q1 2016, closing a stake of 6,432,885 shares — an estimated $80M sold.

Epoch Investment Partners first reported a position in ISBC in Q2 2013 and held it in 11 quarters. The position peaked at $119M in Q2 2015. 229 funds tracked by Wall St. Rank hold ISBC as of Q1 2016.

Epoch Investment Partners reported no remaining Investors Bancorp, Inc. position as of Q1 2016 after selling out during the quarter.
Epoch Investment Partners sold 6,432,885 Investors Bancorp, Inc. shares in Q1 2016, an estimated $80M.
Epoch Investment Partners first reported a position in Investors Bancorp, Inc. in Q2 2013 and held it in 11 quarters.
Epoch Investment Partners's Investors Bancorp, Inc. position peaked at $119M in Q2 2015.
229 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2016.

Based on Epoch Investment Partners's 13F filing for Q1 2016, filed 13 May 2016.