L.J. Altfest & Co’s Investors Bancorp, Inc. ISBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-31,579
| Closed | -$471K | – | 293 |
|
|
2022
Q1 | $471K | Buy |
31,579
+303
| +1% | +$4.96K | 0.08% | 156 |
|
|
2021
Q4 | $474K | Buy |
31,276
+284
| +0.9% | +$4.37K | 0.09% | 156 |
|
|
2021
Q3 | $468K | Buy |
30,992
+302
| +1% | +$4.21K | 0.1% | 148 |
|
|
2021
Q2 | $438K | Buy |
30,690
+285
| +0.9% | +$4.21K | 0.09% | 154 |
|
|
2021
Q1 | $447K | Buy |
30,405
+313
| +1% | +$4.04K | 0.11% | 157 |
|
|
2020
Q4 | $318K | Buy |
30,092
+354
| +1% | +$3.23K | 0.08% | 195 |
|
|
2020
Q3 | $216K | Buy |
29,738
+448
| +2% | +$3.57K | 0.06% | 205 |
|
|
2020
Q2 | $249K | Buy |
29,290
+378
| +1% | +$3.18K | 0.07% | 186 |
|
|
2020
Q1 | $231K | Sell |
28,912
-13,995
| -33% | -$151K | 0.07% | 164 |
|
|
2019
Q4 | $511K | Hold |
42,907
| – | – | 0.13% | 108 |
|
|
2019
Q3 | $487K | Sell |
42,907
-637
| -1% | -$7.12K | 0.13% | 103 |
|
|
2019
Q2 | $486K | Hold |
43,544
| – | – | 0.13% | 104 |
|
|
2019
Q1 | $516K | Hold |
43,544
| – | – | 0.13% | 103 |
|
|
2018
Q4 | $453K | Hold |
43,544
| – | – | 0.13% | 97 |
|
|
2018
Q3 | $534K | Buy |
43,544
+152
| +0.4% | +$1.93K | 0.16% | 103 |
|
|
2018
Q2 | $555K | Buy |
43,392
+145
| +0.3% | +$1.95K | 0.21% | 93 |
|
|
2018
Q1 | $590K | Buy |
43,247
+140
| +0.3% | +$1.94K | 0.25% | 91 |
|
|
2017
Q4 | $598K | Buy |
43,107
+268
| +0.6% | +$3.72K | 0.23% | 95 |
|
|
2017
Q3 | $584K | Buy |
42,839
+130
| +0.3% | +$1.72K | 0.28% | 91 |
|
|
2017
Q2 | $571K | Buy |
42,709
+17,327
| +68% | +$237K | 0.34% | 84 |
|
|
2017
Q1 | $365K | Buy |
25,382
+3,760
| +17% | +$53.9K | 0.15% | 97 |
|
|
2016
Q4 | $302K | Buy |
21,622
+119
| +0.6% | +$1.55K | 0.15% | 109 |
|
|
2016
Q3 | $258K | Buy |
21,503
+205
| +1% | +$2.38K | 0.17% | 107 |
|
|
2016
Q2 | $236K | Buy |
21,298
+192
| +0.9% | +$2.22K | 0.16% | 107 |
|
|
2016
Q1 | $246K | Hold |
21,106
| – | – | 0.25% | 76 |
|
|
2015
Q4 | $263K | Hold |
21,106
| – | – | 0.26% | 79 |
|
|
2015
Q3 | $260K | Buy |
21,106
+169
| +0.8% | +$2.05K | 0.26% | 81 |
|
|
2015
Q2 | $258K | Buy |
20,937
+300
| +1% | +$3.63K | 0.24% | 82 |
|
|
2015
Q1 | $242K | Hold |
20,637
| – | – | 0.23% | 82 |
|
|
2014
Q4 | $232K | Hold |
20,637
| – | – | 0.19% | 100 |
|
|
2014
Q3 | $209K | Buy |
+20,637
| New | +$218K | 0.21% | 63 |
|
Other funds holding ISBC
L.J. Altfest & Co's ISBC Position: Q2 2022 in Review
L.J. Altfest & Co sold out of Investors Bancorp, Inc. (ISBC) in Q2 2022, closing a stake of 31,579 shares — an estimated $471K sold.
L.J. Altfest & Co first reported a position in ISBC in Q3 2014 and held it in 31 quarters. The position peaked at $598K in Q4 2017. 3 funds tracked by Wall St. Rank hold ISBC as of Q2 2022.
- L.J. Altfest & Co reported no remaining Investors Bancorp, Inc. position as of Q2 2022 after selling out during the quarter.
- L.J. Altfest & Co sold 31,579 Investors Bancorp, Inc. shares in Q2 2022, an estimated $471K.
- L.J. Altfest & Co first reported a position in Investors Bancorp, Inc. in Q3 2014 and held it in 31 quarters.
- L.J. Altfest & Co's Investors Bancorp, Inc. position peaked at $598K in Q4 2017.
- 3 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2022.
Based on L.J. Altfest & Co's 13F filing for Q2 2022, filed 4 Aug 2022.