MassMutual Private Wealth & Trust’s Investors Bancorp, Inc. ISBC Stock Holding History

MassMutual Private Wealth & Trust’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 Q1	–	Sell	-12,994	Closed	-$155K	–	824
2019 Q4	$155K	Hold	12,994	–	–	0.01%	365
2019 Q3	$148K	Buy	+12,994	New	+$145K	0.01%	361
2016 Q2	–	Sell	-34,191	Closed	-$398K	–	930
2016 Q1	$398K	Buy	34,191 +1,507	+5%	+$17.4K	0.05%	225
2015 Q4	$407K	Buy	+32,684	New	+$411K	0.06%	225

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

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

MassMutual Private Wealth & Trust's ISBC Position: Q1 2020 in Review

MassMutual Private Wealth & Trust sold out of Investors Bancorp, Inc. (ISBC) in Q1 2020, closing a stake of 12,994 shares — an estimated $155K sold.

MassMutual Private Wealth & Trust first reported a position in ISBC in Q4 2015 and held it in 4 quarters. The position peaked at $407K in Q4 2015. 227 funds tracked by Wall St. Rank hold ISBC as of Q1 2020.

MassMutual Private Wealth & Trust reported no remaining Investors Bancorp, Inc. position as of Q1 2020 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 12,994 Investors Bancorp, Inc. shares in Q1 2020, an estimated $155K.
MassMutual Private Wealth & Trust first reported a position in Investors Bancorp, Inc. in Q4 2015 and held it in 4 quarters.
MassMutual Private Wealth & Trust's Investors Bancorp, Inc. position peaked at $407K in Q4 2015.
227 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2020.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2020, filed 15 May 2020.