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

Jupiter 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	-16,299	Closed	-$172K	–	679
2020 Q4	$172K	Buy	+16,299	New	+$149K	﹤0.01%	572
2015 Q4	–	Sell	-98,000	Closed	-$1.21M	–	206
2015 Q3	$1.21M	Sell	98,000 -14,000	-13%	-$170K	0.05%	191
2015 Q2	$1.38M	Hold	112,000	–	–	0.05%	198
2015 Q1	$1.31M	Hold	112,000	–	–	0.05%	196
2014 Q4	$1.26M	Buy	112,000 +34,310	+44%	+$365K	0.04%	216
2014 Q3	$787K	Hold	77,690	–	–	0.03%	221
2014 Q2	$858K	Buy	+77,690	New	+$828K	0.03%	229

Other funds holding ISBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Jupiter Asset Management sold out of Investors Bancorp, Inc. (ISBC) in Q1 2021, closing a stake of 16,299 shares — an estimated $172K sold.

Jupiter Asset Management first reported a position in ISBC in Q2 2014 and held it in 7 quarters. The position peaked at $1.38M in Q2 2015. 243 funds tracked by Wall St. Rank hold ISBC as of Q1 2021.

Jupiter Asset Management reported no remaining Investors Bancorp, Inc. position as of Q1 2021 after selling out during the quarter.
Jupiter Asset Management sold 16,299 Investors Bancorp, Inc. shares in Q1 2021, an estimated $172K.
Jupiter Asset Management first reported a position in Investors Bancorp, Inc. in Q2 2014 and held it in 7 quarters.
Jupiter Asset Management's Investors Bancorp, Inc. position peaked at $1.38M in Q2 2015.
243 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2021.

Based on Jupiter Asset Management's 13F filing for Q1 2021, filed 12 May 2021.