JHP
ISBC

James Hambro & Partners’s Investors Bancorp, Inc. ISBC Stock Holding History

James Hambro & Partners’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
Q2 		– Sell
-24,634
Closed -$362K – 102
2021
Q1 		$362K Hold
24,634
– – 0.03% 67
2020
Q4 		$260K Buy
+24,634
New +$225K 0.03% 78

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

James Hambro & Partners's ISBC Position: Q2 2021 in Review

James Hambro & Partners sold out of Investors Bancorp, Inc. (ISBC) in Q2 2021, closing a stake of 24,634 shares — an estimated $362K sold.

James Hambro & Partners first reported a position in ISBC in Q4 2020 and held it in 2 quarters. The position peaked at $362K in Q1 2021. 250 funds tracked by Wall St. Rank hold ISBC as of Q2 2021.

  • James Hambro & Partners reported no remaining Investors Bancorp, Inc. position as of Q2 2021 after selling out during the quarter.
  • James Hambro & Partners sold 24,634 Investors Bancorp, Inc. shares in Q2 2021, an estimated $362K.
  • James Hambro & Partners first reported a position in Investors Bancorp, Inc. in Q4 2020 and held it in 2 quarters.
  • James Hambro & Partners's Investors Bancorp, Inc. position peaked at $362K in Q1 2021.
  • 250 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2021.

Based on James Hambro & Partners's 13F filing for Q2 2021, filed 20 Jul 2021.