HIM
ISBC

Hillsdale Investment Management’s Investors Bancorp, Inc. ISBC Stock Holding History

Hillsdale Investment 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
2020
Q3 		– Sell
-84,400
Closed -$717K – 680
2020
Q2 		$717K Buy
84,400
+5,500
+7% +$46.3K 0.07% 260
2020
Q1 		$630K Buy
78,900
+8,300
+12% +$89.3K 0.08% 243
2019
Q4 		$841K Buy
70,600
+70,400
+35,200% +$843K 0.07% 247
2019
Q3 		$2K Buy
200
+80
+67% +$894 ﹤0.01% 598
2019
Q2 		$1K Hold
120
– – ﹤0.01% 591
2019
Q1 		$1K Sell
120
-8,200
-99% -$98.9K ﹤0.01% 588
2018
Q4 		$86K Buy
8,320
+8,090
+3,517% +$93.4K 0.01% 402
2018
Q3 		$3K Buy
230
+30
+15% +$382 ﹤0.01% 448
2018
Q2 		$3K Buy
200
+40
+25% +$539 ﹤0.01% 457
2018
Q1 		$2K Buy
160
+60
+60% +$832 ﹤0.01% 454
2017
Q4 		$1K Buy
100
+20
+25% +$277 ﹤0.01% 479
2017
Q3 		$1K Sell
80
-30
-27% -$396 ﹤0.01% 467
2017
Q2 		$1K Sell
110
-30
-21% -$411 ﹤0.01% 461
2017
Q1 		$2K Hold
140
– – ﹤0.01% 458
2016
Q4 		$2K Sell
140
-30
-18% -$392 ﹤0.01% 466
2016
Q3 		$2K Sell
170
-40
-19% -$464 ﹤0.01% 482
2016
Q2 		$2K Sell
210
-30
-13% -$347 ﹤0.01% 492
2016
Q1 		$3K Sell
240
-20
-8% -$230 ﹤0.01% 440
2015
Q4 		$3K Buy
+260
New +$3.27K ﹤0.01% 440

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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.37T AUM 44.26% 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 $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hillsdale Investment Management's ISBC Position: Q3 2020 in Review

Hillsdale Investment Management sold out of Investors Bancorp, Inc. (ISBC) in Q3 2020, closing a stake of 84,400 shares — an estimated $717K sold.

Hillsdale Investment Management first reported a position in ISBC in Q4 2015 and held it in 19 quarters. The position peaked at $841K in Q4 2019. 230 funds tracked by Wall St. Rank hold ISBC as of Q3 2020.

  • Hillsdale Investment Management reported no remaining Investors Bancorp, Inc. position as of Q3 2020 after selling out during the quarter.
  • Hillsdale Investment Management sold 84,400 Investors Bancorp, Inc. shares in Q3 2020, an estimated $717K.
  • Hillsdale Investment Management first reported a position in Investors Bancorp, Inc. in Q4 2015 and held it in 19 quarters.
  • Hillsdale Investment Management's Investors Bancorp, Inc. position peaked at $841K in Q4 2019.
  • 230 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2020.

Based on Hillsdale Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.