LRIA
ISBC

Leonard Rickey Investment Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

Leonard Rickey Investment 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
2020
Q2 		– Sell
-10,482
Closed -$84K – 77
2020
Q1 		$84K Buy
10,482
+44
+0.4% +$473 0.07% 64
2019
Q4 		$124K Buy
10,438
+37
+0.4% +$443 0.07% 81
2019
Q3 		$118K Sell
10,401
-498
-5% -$5.57K 0.08% 78
2019
Q2 		$122K Buy
10,899
+44
+0.4% +$499 0.08% 76
2019
Q1 		$129K Buy
10,855
+450
+4% +$5.42K 0.09% 70
2018
Q4 		$108K Sell
10,405
-1,030
-9% -$11.9K 0.09% 64
2018
Q3 		$140K Buy
11,435
+28
+0.2% +$356 0.1% 68
2018
Q2 		$146K Buy
11,407
+27
+0.2% +$364 0.11% 63
2018
Q1 		$155K Buy
+11,380
New +$158K 0.12% 61

Other funds holding ISBC

Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Leonard Rickey Investment Advisors's ISBC Position: Q2 2020 in Review

Leonard Rickey Investment Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q2 2020, closing a stake of 10,482 shares — an estimated $84K sold.

Leonard Rickey Investment Advisors first reported a position in ISBC in Q1 2018 and held it in 9 quarters. The position peaked at $155K in Q1 2018. 235 funds tracked by Wall St. Rank hold ISBC as of Q2 2020.

  • Leonard Rickey Investment Advisors reported no remaining Investors Bancorp, Inc. position as of Q2 2020 after selling out during the quarter.
  • Leonard Rickey Investment Advisors sold 10,482 Investors Bancorp, Inc. shares in Q2 2020, an estimated $84K.
  • Leonard Rickey Investment Advisors first reported a position in Investors Bancorp, Inc. in Q1 2018 and held it in 9 quarters.
  • Leonard Rickey Investment Advisors's Investors Bancorp, Inc. position peaked at $155K in Q1 2018.
  • 235 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2020.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2020, filed 21 Jul 2020.