HIA
ISBC

Harbor Investment Advisory’s Investors Bancorp, Inc. ISBC Stock Holding History

Harbor Investment Advisory’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
-483
Closed -$4K – 1272
2020
Q2 		$4K Buy
+483
New +$4.06K ﹤0.01% 915

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

Harbor Investment Advisory's ISBC Position: Q3 2020 in Review

Harbor Investment Advisory sold out of Investors Bancorp, Inc. (ISBC) in Q3 2020, closing a stake of 483 shares — an estimated $4K sold.

Harbor Investment Advisory first reported a position in ISBC in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 230 funds tracked by Wall St. Rank hold ISBC as of Q3 2020.

  • Harbor Investment Advisory reported no remaining Investors Bancorp, Inc. position as of Q3 2020 after selling out during the quarter.
  • Harbor Investment Advisory sold 483 Investors Bancorp, Inc. shares in Q3 2020, an estimated $4K.
  • Harbor Investment Advisory first reported a position in Investors Bancorp, Inc. in Q2 2020 and held it in 1 quarter.
  • Harbor Investment Advisory's Investors Bancorp, Inc. position peaked at $4K in Q2 2020.
  • 230 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2020.

Based on Harbor Investment Advisory's 13F filing for Q3 2020, filed 23 Oct 2020.