Matarin Capital Management’s Investors Bancorp, Inc. ISBC Stock Holding History

Matarin Capital 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 Q4	$1.19M	Sell	112,673 -46,928	-29%	-$429K	0.29%	136
2020 Q3	$1.16M	Sell	159,601 -9,856	-6%	-$78.5K	0.24%	141
2020 Q2	$1.44M	Sell	169,457 -27,701	-14%	-$233K	0.29%	135
2020 Q1	$1.57M	Buy	197,158 +68,650	+53%	+$739K	0.24%	144
2019 Q4	$1.53M	Sell	128,508 -20,931	-14%	-$251K	0.15%	168
2019 Q3	$1.7M	Sell	149,439 -4,516	-3%	-$50.5K	0.13%	178
2019 Q2	$1.72M	Sell	153,955 -1,773	-1%	-$20.1K	0.12%	188
2019 Q1	$1.84M	Hold	155,728	–	–	0.13%	181
2018 Q4	$1.62M	Buy	155,728 +118,652	+320%	+$1.37M	0.13%	179
2018 Q3	$455K	Sell	37,076 -20,685	-36%	-$263K	0.03%	247
2018 Q2	$739K	Hold	57,761	–	–	0.05%	225
2018 Q1	$788K	Buy	+57,761	New	+$801K	0.06%	218

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

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

Matarin Capital Management's ISBC Position: Q4 2020 in Review

Matarin Capital Management reduced its Investors Bancorp, Inc. (ISBC) stake by 29% in Q4 2020, selling an estimated $429K and leaving 112,673 shares worth $1.19M. The position accounts for 0.29% of the portfolio, ranked #136.

Matarin Capital Management first reported a position in ISBC in Q1 2018 and has held it in 12 quarters since. The position peaked at $1.84M in Q1 2019. 227 funds tracked by Wall St. Rank hold ISBC as of Q4 2020.

Matarin Capital Management held 112,673 shares of Investors Bancorp, Inc. worth $1.19M as of Q4 2020.
Matarin Capital Management sold 46,928 Investors Bancorp, Inc. shares in Q4 2020, an estimated $429K.
Investors Bancorp, Inc. made up 0.29% of Matarin Capital Management's portfolio in Q4 2020, its #136 holding.
Matarin Capital Management first reported a position in Investors Bancorp, Inc. in Q1 2018 and has held it in 12 quarters since.
Matarin Capital Management's Investors Bancorp, Inc. position peaked at $1.84M in Q1 2019.
227 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2020.

Based on Matarin Capital Management's 13F filing for Q4 2020, filed 3 Feb 2021.