Klingenstein Fields & Co’s Investors Bancorp, Inc. ISBC Stock Holding History

Klingenstein Fields & Co’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 Q2	–	Sell	-15,100	Closed	-$225K	–	191
2022 Q1	$225K	Hold	15,100	–	–	0.01%	174
2021 Q4	$229K	Hold	15,100	–	–	0.01%	182
2021 Q3	$228K	Hold	15,100	–	–	0.01%	182
2021 Q2	$215K	Hold	15,100	–	–	0.01%	188
2021 Q1	$222K	Buy	+15,100	New	+$195K	0.01%	177

Other funds holding ISBC

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Klingenstein Fields & Co's ISBC Position: Q2 2022 in Review

Klingenstein Fields & Co sold out of Investors Bancorp, Inc. (ISBC) in Q2 2022, closing a stake of 15,100 shares — an estimated $225K sold.

Klingenstein Fields & Co first reported a position in ISBC in Q1 2021 and held it in 5 quarters. The position peaked at $229K in Q4 2021. 3 funds tracked by Wall St. Rank hold ISBC as of Q2 2022.

Klingenstein Fields & Co reported no remaining Investors Bancorp, Inc. position as of Q2 2022 after selling out during the quarter.
Klingenstein Fields & Co sold 15,100 Investors Bancorp, Inc. shares in Q2 2022, an estimated $225K.
Klingenstein Fields & Co first reported a position in Investors Bancorp, Inc. in Q1 2021 and held it in 5 quarters.
Klingenstein Fields & Co's Investors Bancorp, Inc. position peaked at $229K in Q4 2021.
3 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2022.

Based on Klingenstein Fields & Co's 13F filing for Q2 2022, filed 1 Aug 2022.