Lawrence B. Seidman’s Investors Bancorp, Inc. ISBC Stock Holding History

Lawrence B. Seidman’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
2020 Q4	$1.06M	Sell	100,875 -16,302	-14%	-$149K	1.34%	17
2020 Q3	$851K	Hold	117,177	–	–	1.3%	18
2020 Q2	$996K	Buy	117,177 +72,177	+160%	+$607K	1.35%	18
2020 Q1	$360K	Buy	+45,000	New	+$484K	0.44%	26
2017 Q3	–	Sell	-33,300	Closed	-$574K	–	29
2017 Q2	$574K	Buy	+33,300	New	+$456K	0.35%	28
2016 Q3	–	Sell	-39,511	Closed	-$438K	–	28
2016 Q2	$438K	Sell	39,511 -44,848	-53%	-$519K	0.3%	27
2016 Q1	$982K	Sell	84,359 -10,000	-11%	-$115K	0.65%	25
2015 Q4	$1.17M	Sell	94,359 -37,391	-28%	-$471K	0.77%	23
2015 Q3	$1.63M	Sell	131,750 -14,418	-10%	-$175K	1.1%	21
2015 Q2	$1.8M	Sell	146,168 -10,700	-7%	-$129K	1.22%	20
2015 Q1	$1.84M	Sell	156,868 -36,909	-19%	-$419K	1.32%	20
2014 Q4	$2.17M	Sell	193,777 -2,028	-1%	-$21.5K	1.77%	15
2014 Q3	$1.98M	Sell	195,805 -13,450	-6%	-$142K	1.42%	16
2014 Q2	$2.45M	Buy	+209,255	New	+$2.23M	1.32%	13

Other funds holding ISBC

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

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

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

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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

Lawrence B. Seidman's ISBC Position: Q4 2020 in Review

Lawrence B. Seidman reduced its Investors Bancorp, Inc. (ISBC) stake by 14% in Q4 2020, selling an estimated $149K and leaving 100,875 shares worth $1.06M. The position accounts for 1.34% of the portfolio, ranked #17.

Lawrence B. Seidman first reported a position in ISBC in Q2 2014 and has held it in 14 quarters since. The position peaked at $2.45M in Q2 2014. 227 funds tracked by Wall St. Rank hold ISBC as of Q4 2020.

Lawrence B. Seidman held 100,875 shares of Investors Bancorp, Inc. worth $1.06M as of Q4 2020.
Lawrence B. Seidman sold 16,302 Investors Bancorp, Inc. shares in Q4 2020, an estimated $149K.
Investors Bancorp, Inc. made up 1.34% of Lawrence B. Seidman's portfolio in Q4 2020, its #17 holding.
Lawrence B. Seidman first reported a position in Investors Bancorp, Inc. in Q2 2014 and has held it in 14 quarters since.
Lawrence B. Seidman's Investors Bancorp, Inc. position peaked at $2.45M in Q2 2014.
227 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2020.

Based on Lawrence B. Seidman's 13F filing for Q4 2020, filed 8 Feb 2021.