JAM
ISBC

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

Jacobs 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
Q1 		– Sell
-236,792
Closed -$2.5M – 53
2020
Q4 		$2.5M Sell
236,792
-300,000
-56% -$2.74M 1.04% 31
2020
Q3 		$3.9M Buy
+536,792
New +$4.27M 1.71% 24
2020
Q2 		– Sell
-314,900
Closed -$2.52M – 47
2020
Q1 		$2.52M Buy
+314,900
New +$3.39M 0.91% 37
2019
Q4 		– Sell
-875,000
Closed -$9.94M – 50
2019
Q3 		$9.94M Buy
875,000
+206,584
+31% +$2.31M 1.95% 22
2019
Q2 		$7.45M Buy
+668,416
New +$7.57M 1.38% 29

Other funds holding ISBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jacobs Asset Management's ISBC Position: Q1 2021 in Review

Jacobs Asset Management sold out of Investors Bancorp, Inc. (ISBC) in Q1 2021, closing a stake of 236,792 shares — an estimated $2.5M sold.

Jacobs Asset Management first reported a position in ISBC in Q2 2019 and held it in 5 quarters. The position peaked at $9.94M in Q3 2019. 243 funds tracked by Wall St. Rank hold ISBC as of Q1 2021.

  • Jacobs Asset Management reported no remaining Investors Bancorp, Inc. position as of Q1 2021 after selling out during the quarter.
  • Jacobs Asset Management sold 236,792 Investors Bancorp, Inc. shares in Q1 2021, an estimated $2.5M.
  • Jacobs Asset Management first reported a position in Investors Bancorp, Inc. in Q2 2019 and held it in 5 quarters.
  • Jacobs Asset Management's Investors Bancorp, Inc. position peaked at $9.94M in Q3 2019.
  • 243 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2021.

Based on Jacobs Asset Management's 13F filing for Q1 2021, filed 17 May 2021.