Martingale Asset Management’s Investors Bancorp, Inc. ISBC Stock Holding History

Martingale Asset Management’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 Q3	–	Sell	-136,855	Closed	-$1.16M	–	1121
2020 Q2	$1.16M	Sell	136,855 -112,603	-45%	-$947K	0.01%	693
2020 Q1	$1.99M	Buy	249,458 +33,300	+15%	+$358K	0.03%	489
2019 Q4	$2.58M	Buy	+216,158	New	+$2.59M	0.03%	535
2019 Q2	–	Sell	-85,100	Closed	-$1.01M	–	1081
2019 Q1	$1.01M	Buy	+85,100	New	+$1.03M	0.01%	777
2016 Q4	–	Sell	-23,600	Closed	-$284K	–	1025
2016 Q3	$284K	Sell	23,600 -23,829	-50%	-$277K	﹤0.01%	894
2016 Q2	$526K	Sell	47,429 -1	-0%	-$12	0.01%	663
2016 Q1	$553K	Sell	47,430 -20,410	-30%	-$235K	0.01%	628
2015 Q4	$845K	Buy	67,840 +45,328	+201%	+$570K	0.02%	542
2015 Q3	$279K	Buy	22,512 +2,700	+14%	+$32.8K	0.01%	756
2015 Q2	$244K	Hold	19,812	–	–	0.01%	808
2015 Q1	$233K	Hold	19,812	–	–	0.01%	819
2014 Q4	$223K	Sell	19,812 -7,300	-27%	-$77.6K	0.01%	808
2014 Q3	$275K	Buy	27,112 +1,050	+4%	+$11.1K	0.01%	776
2014 Q2	$288K	Buy	+26,062	New	+$278K	0.01%	796
2014 Q1	–	Sell	-57,103	Closed	-$574K	–	981
2013 Q4	$574K	Sell	57,103 -18,990	-25%	-$176K	0.02%	731
2013 Q3	$654K	Buy	76,093 +25,490	+50%	+$218K	0.02%	679
2013 Q2	$419K	Buy	+50,603	New	+$392K	0.02%	777

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Martingale Asset Management's ISBC Position: Q3 2020 in Review

Martingale Asset Management sold out of Investors Bancorp, Inc. (ISBC) in Q3 2020, closing a stake of 136,855 shares — an estimated $1.16M sold.

Martingale Asset Management first reported a position in ISBC in Q2 2013 and held it in 17 quarters. The position peaked at $2.58M in Q4 2019. 230 funds tracked by Wall St. Rank hold ISBC as of Q3 2020.

Martingale Asset Management reported no remaining Investors Bancorp, Inc. position as of Q3 2020 after selling out during the quarter.
Martingale Asset Management sold 136,855 Investors Bancorp, Inc. shares in Q3 2020, an estimated $1.16M.
Martingale Asset Management first reported a position in Investors Bancorp, Inc. in Q2 2013 and held it in 17 quarters.
Martingale Asset Management's Investors Bancorp, Inc. position peaked at $2.58M in Q4 2019.
230 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2020.

Based on Martingale Asset Management's 13F filing for Q3 2020, filed 12 Nov 2020.