IHL
ISTR icon

Investment House LLC’s Investar Holding Corp ISTR Stock Holding History

Investment House LLC’s Portfolio ISTR Stock Details ISTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-11,327
Closed -$187K – 207
2020
Q4 		$187K Hold
11,327
– – 0.01% 215
2020
Q3 		$145K Hold
11,327
– – 0.01% 201
2020
Q2 		$164K Hold
11,327
– – 0.01% 187
2020
Q1 		$145K Hold
11,327
– – 0.02% 167
2019
Q4 		$272K Hold
11,327
– – 0.03% 195
2019
Q3 		$270K Sell
11,327
-1,500
-12% -$35.3K 0.03% 173
2019
Q2 		$306K Buy
+12,827
New +$299K 0.03% 163

Other funds holding ISTR

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Investment House LLC's ISTR Position: Q1 2021 in Review

Investment House LLC sold out of Investar Holding Corp (ISTR) in Q1 2021, closing a stake of 11,327 shares — an estimated $187K sold.

Investment House LLC first reported a position in ISTR in Q2 2019 and held it in 7 quarters. The position peaked at $306K in Q2 2019. 56 funds tracked by Wall St. Rank hold ISTR as of Q1 2021.

  • Investment House LLC reported no remaining Investar Holding Corp position as of Q1 2021 after selling out during the quarter.
  • Investment House LLC sold 11,327 Investar Holding Corp shares in Q1 2021, an estimated $187K.
  • Investment House LLC first reported a position in Investar Holding Corp in Q2 2019 and held it in 7 quarters.
  • Investment House LLC's Investar Holding Corp position peaked at $306K in Q2 2019.
  • 56 funds tracked by Wall St. Rank held Investar Holding Corp as of Q1 2021.

Based on Investment House LLC's 13F filing for Q1 2021, filed 6 May 2021.