KPF
ISBC

K2 Principal Fund’s Investors Bancorp, Inc. ISBC Stock Holding History

K2 Principal Fund’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
2022
Q1 		– Sell
-184,779
Closed -$2.8M – 458
2021
Q4 		$2.8M Buy
184,779
+68,979
+60% +$1.06M 0.19% 112
2021
Q3 		$1.75M Buy
+115,800
New +$1.62M 0.14% 148

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

K2 Principal Fund's ISBC Position: Q1 2022 in Review

K2 Principal Fund sold out of Investors Bancorp, Inc. (ISBC) in Q1 2022, closing a stake of 184,779 shares — an estimated $2.8M sold.

K2 Principal Fund first reported a position in ISBC in Q3 2021 and held it in 2 quarters. The position peaked at $2.8M in Q4 2021. 255 funds tracked by Wall St. Rank hold ISBC as of Q1 2022.

  • K2 Principal Fund reported no remaining Investors Bancorp, Inc. position as of Q1 2022 after selling out during the quarter.
  • K2 Principal Fund sold 184,779 Investors Bancorp, Inc. shares in Q1 2022, an estimated $2.8M.
  • K2 Principal Fund first reported a position in Investors Bancorp, Inc. in Q3 2021 and held it in 2 quarters.
  • K2 Principal Fund's Investors Bancorp, Inc. position peaked at $2.8M in Q4 2021.
  • 255 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2022.

Based on K2 Principal Fund's 13F filing for Q1 2022, filed 16 May 2022.