Lenox Wealth Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

Lenox Wealth Advisors’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	-1,008	Closed	-$15K	–	1050
2021 Q4	$15K	Hold	1,008	–	–	﹤0.01%	454
2021 Q3	$15K	Hold	1,008	–	–	﹤0.01%	414
2021 Q2	$14K	Hold	1,008	–	–	﹤0.01%	422
2021 Q1	$15K	Hold	1,008	–	–	﹤0.01%	358
2020 Q4	$11K	Hold	1,008	–	–	﹤0.01%	419
2020 Q3	$7K	Hold	1,008	–	–	﹤0.01%	421
2020 Q2	$9K	Hold	1,008	–	–	﹤0.01%	396
2020 Q1	$8K	Hold	1,008	–	–	﹤0.01%	372
2019 Q4	$12K	Hold	1,008	–	–	﹤0.01%	400
2019 Q3	$11K	Hold	1,008	–	–	﹤0.01%	359
2019 Q2	$11K	Hold	1,008	–	–	﹤0.01%	279
2019 Q1	$12K	Hold	1,008	–	–	﹤0.01%	259
2018 Q4	$10K	Hold	1,008	–	–	﹤0.01%	258
2018 Q3	$12K	Hold	1,008	–	–	﹤0.01%	264
2018 Q2	$13K	Hold	1,008	–	–	﹤0.01%	314
2018 Q1	$14K	Buy	+1,008	New	+$14K	﹤0.01%	315

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Lenox Wealth Advisors's ISBC Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q1 2022, closing a stake of 1,008 shares — an estimated $15K sold.

Lenox Wealth Advisors first reported a position in ISBC in Q1 2018 and held it in 16 quarters. The position peaked at $15K in Q4 2021. 255 funds tracked by Wall St. Rank hold ISBC as of Q1 2022.

Lenox Wealth Advisors reported no remaining Investors Bancorp, Inc. position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 1,008 Investors Bancorp, Inc. shares in Q1 2022, an estimated $15K.
Lenox Wealth Advisors first reported a position in Investors Bancorp, Inc. in Q1 2018 and held it in 16 quarters.
Lenox Wealth Advisors's Investors Bancorp, Inc. position peaked at $15K in Q4 2021.
255 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.