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

Hillcrest 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
2021 Q4	$13.7M	Sell	901,117 -131,570	-13%	-$2.03M	2.08%	10
2021 Q3	$15.6M	Sell	1,032,687 -42,720	-4%	-$596K	2.23%	7
2021 Q2	$15.3M	Sell	1,075,407 -201,040	-16%	-$2.97M	2.07%	11
2021 Q1	$18.8M	Sell	1,276,447 -5,318	-0.4%	-$68.7K	2.19%	6
2020 Q4	$13.5M	Sell	1,281,765 -3,320	-0.3%	-$30.3K	1.84%	22
2020 Q3	$9.33M	Buy	1,285,085 +398,947	+45%	+$3.18M	1.65%	32
2020 Q2	$7.53M	Buy	+886,138	New	+$7.46M	1.38%	45

Other funds holding ISBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hillcrest Asset Management's ISBC Position: Q4 2021 in Review

Hillcrest Asset Management reduced its Investors Bancorp, Inc. (ISBC) stake by 13% in Q4 2021, selling an estimated $2.03M and leaving 901,117 shares worth $13.7M. The position accounts for 2.08% of the portfolio, ranked #10.

Hillcrest Asset Management first reported a position in ISBC in Q2 2020 and has held it in 7 quarters since. The position peaked at $18.8M in Q1 2021. 265 funds tracked by Wall St. Rank hold ISBC as of Q4 2021.

Hillcrest Asset Management held 901,117 shares of Investors Bancorp, Inc. worth $13.7M as of Q4 2021.
Hillcrest Asset Management sold 131,570 Investors Bancorp, Inc. shares in Q4 2021, an estimated $2.03M.
Investors Bancorp, Inc. made up 2.08% of Hillcrest Asset Management's portfolio in Q4 2021, its #10 holding.
Hillcrest Asset Management first reported a position in Investors Bancorp, Inc. in Q2 2020 and has held it in 7 quarters since.
Hillcrest Asset Management's Investors Bancorp, Inc. position peaked at $18.8M in Q1 2021.
265 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2021.

Based on Hillcrest Asset Management's 13F filing for Q4 2021, filed 24 Feb 2022.