MPAM
ISBC

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

Monarch Partners 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
-758,908
Closed -$6.45M – 187
2020
Q2 		$6.45M Buy
758,908
+219,177
+41% +$1.84M 1.57% 7
2020
Q1 		$4.31M Buy
539,731
+103,611
+24% +$1.11M 1.51% 20
2019
Q4 		$5.2M Sell
436,120
-30,480
-7% -$365K 1.16% 32
2019
Q3 		$5.3M Sell
466,600
-43,685
-9% -$488K 0.8% 52
2019
Q2 		$5.69M Buy
510,285
+125,050
+32% +$1.42M 0.82% 58
2019
Q1 		$4.57M Buy
+385,235
New +$4.64M 0.69% 64
2017
Q4 		– Sell
-319,495
Closed -$4.36M – 214
2017
Q3 		$4.36M Sell
319,495
-1,096,538
-77% -$14.5M 0.42% 91
2017
Q2 		$18.9M Buy
1,416,033
+207,558
+17% +$2.84M 1.87% 5
2017
Q1 		$17.4M Buy
+1,208,475
New +$17.3M 1.74% 6
2015
Q2 		– Sell
-266,201
Closed -$3.12M – 194
2015
Q1 		$3.12M Sell
266,201
-153,181
-37% -$1.74M 0.62% 67
2014
Q4 		$4.71M Buy
419,382
+106,876
+34% +$1.14M 1.03% 32
2014
Q3 		$3.17M Sell
312,506
-230,308
-42% -$2.43M 0.83% 46
2014
Q2 		$6M Buy
542,814
+237,010
+78% +$2.53M 1.57% 11
2014
Q1 		$3.32M Buy
305,804
+37,213
+14% +$382K 1.21% 19
2013
Q4 		$2.69M Buy
268,591
+96,819
+56% +$896K 1% 34
2013
Q3 		$1.48M Sell
171,772
-70,878
-29% -$607K 0.52% 81
2013
Q2 		$2.01M Buy
+242,650
New +$1.88M 1.25% 25

Other funds holding ISBC

Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Monarch Partners Asset Management's ISBC Position: Q3 2020 in Review

Monarch Partners Asset Management sold out of Investors Bancorp, Inc. (ISBC) in Q3 2020, closing a stake of 758,908 shares — an estimated $6.45M sold.

Monarch Partners Asset Management first reported a position in ISBC in Q2 2013 and held it in 17 quarters. The position peaked at $18.9M in Q2 2017. 230 funds tracked by Wall St. Rank hold ISBC as of Q3 2020.

  • Monarch Partners Asset Management reported no remaining Investors Bancorp, Inc. position as of Q3 2020 after selling out during the quarter.
  • Monarch Partners Asset Management sold 758,908 Investors Bancorp, Inc. shares in Q3 2020, an estimated $6.45M.
  • Monarch Partners Asset Management first reported a position in Investors Bancorp, Inc. in Q2 2013 and held it in 17 quarters.
  • Monarch Partners Asset Management's Investors Bancorp, Inc. position peaked at $18.9M in Q2 2017.
  • 230 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2020.

Based on Monarch Partners Asset Management's 13F filing for Q3 2020, filed 5 Nov 2020.