Mendon Capital Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

Mendon Capital 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
2019 Q3	–	Sell	-95,000	Closed	-$1.06M	–	80
2019 Q2	$1.06M	Buy	+95,000	New	+$1.08M	0.17%	53
2018 Q4	–	Sell	-1,654,391	Closed	-$20.3M	–	116
2018 Q3	$20.3M	Buy	1,654,391 +1,256,290	+316%	+$16M	1.79%	19
2018 Q2	$5.09M	Buy	398,101 +350,221	+731%	+$4.72M	0.43%	71
2018 Q1	$653K	Buy	+47,880	New	+$664K	0.06%	99
2015 Q3	–	Sell	-500,000	Closed	-$6.15M	–	104
2015 Q2	$6.15M	Hold	500,000	–	–	2.29%	7
2015 Q1	$5.86M	Hold	500,000	–	–	2.48%	8
2014 Q4	$5.61M	Hold	500,000	–	–	2.35%	7
2014 Q3	$5.07M	Hold	500,000	–	–	2.81%	7
2014 Q2	$5.53M	Sell	500,000 -1,345,476	-73%	-$14.3M	2.76%	6
2014 Q1	$15.3M	Buy	1,845,476 +675,485	+58%	+$6.94M	5.05%	1
2013 Q4	$11.7M	Sell	1,169,991 -63,725	-5%	-$590K	4.54%	1
2013 Q3	$10.6M	Hold	1,233,716	–	–	5.03%	1
2013 Q2	$10.2M	Buy	+1,233,716	New	+$9.56M	5.83%	1

Other funds holding ISBC

BHG

Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return

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

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

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

Mendon Capital Advisors's ISBC Position: Q3 2019 in Review

Mendon Capital Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q3 2019, closing a stake of 95,000 shares — an estimated $1.06M sold.

Mendon Capital Advisors first reported a position in ISBC in Q2 2013 and held it in 13 quarters. The position peaked at $20.3M in Q3 2018. 217 funds tracked by Wall St. Rank hold ISBC as of Q3 2019.

Mendon Capital Advisors reported no remaining Investors Bancorp, Inc. position as of Q3 2019 after selling out during the quarter.
Mendon Capital Advisors sold 95,000 Investors Bancorp, Inc. shares in Q3 2019, an estimated $1.06M.
Mendon Capital Advisors first reported a position in Investors Bancorp, Inc. in Q2 2013 and held it in 13 quarters.
Mendon Capital Advisors's Investors Bancorp, Inc. position peaked at $20.3M in Q3 2018.
217 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2019.

Based on Mendon Capital Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.