MIFH
ISBC

Migdal Insurance & Financial Holdings’s Investors Bancorp, Inc. ISBC Stock Holding History

Migdal Insurance & Financial Holdings’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
2018
Q1 		– Sell
-1,164
Closed -$16K – 788
2017
Q4 		$16K Sell
1,164
-2,714
-70% -$37.6K ﹤0.01% 527
2017
Q3 		$53K Buy
+3,878
New +$51.2K ﹤0.01% 443

Other funds holding ISBC

BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Migdal Insurance & Financial Holdings's ISBC Position: Q1 2018 in Review

Migdal Insurance & Financial Holdings sold out of Investors Bancorp, Inc. (ISBC) in Q1 2018, closing a stake of 1,164 shares — an estimated $16K sold.

Migdal Insurance & Financial Holdings first reported a position in ISBC in Q3 2017 and held it in 2 quarters. The position peaked at $53K in Q3 2017. 229 funds tracked by Wall St. Rank hold ISBC as of Q1 2018.

  • Migdal Insurance & Financial Holdings reported no remaining Investors Bancorp, Inc. position as of Q1 2018 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 1,164 Investors Bancorp, Inc. shares in Q1 2018, an estimated $16K.
  • Migdal Insurance & Financial Holdings first reported a position in Investors Bancorp, Inc. in Q3 2017 and held it in 2 quarters.
  • Migdal Insurance & Financial Holdings's Investors Bancorp, Inc. position peaked at $53K in Q3 2017.
  • 229 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2018.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2018, filed 2 May 2018.