Loring Wolcott & Coolidge Fiduciary Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	-665	Closed	-$10K	–	736
2021 Q4	$10K	Hold	665	–	–	﹤0.01%	608
2021 Q3	$10K	Hold	665	–	–	﹤0.01%	598
2021 Q2	$9K	Buy	+665	New	+$9.82K	﹤0.01%	660
2021 Q1	–	Sell	-665	Closed	-$7K	–	758
2020 Q4	$7K	Buy	+665	New	+$6.08K	﹤0.01%	654

Other funds holding ISBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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 $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ISBC Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q1 2022, closing a stake of 665 shares — an estimated $10K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ISBC in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q4 2021. 255 funds tracked by Wall St. Rank hold ISBC as of Q1 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Investors Bancorp, Inc. position as of Q1 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 665 Investors Bancorp, Inc. shares in Q1 2022, an estimated $10K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Investors Bancorp, Inc. in Q4 2020 and held it in 4 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Investors Bancorp, Inc. position peaked at $10K in Q4 2021.
255 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.