Moody Aldrich Partners’s Investors Bancorp, Inc. ISBC Stock Holding History

Moody Aldrich Partners’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 Q2	–	Sell	-121,304	Closed	-$1.66M	–	119
2018 Q1	$1.66M	Buy	121,304 +26,704	+28%	+$370K	1.06%	49
2017 Q4	$1.31M	Buy	94,600 +17,974	+23%	+$249K	1.06%	43
2017 Q3	$1.04M	Sell	76,626 -62,039	-45%	-$819K	1.07%	47
2017 Q2	$1.85M	Buy	138,665 +34,210	+33%	+$469K	2.31%	3
2017 Q1	$1.5M	Sell	104,455 -179,260	-63%	-$2.57M	2.57%	2
2016 Q4	$3.96M	Buy	283,715 +24,705	+10%	+$323K	2.55%	3
2016 Q3	$3.11M	Buy	259,010 +30,705	+13%	+$356K	2.17%	6
2016 Q2	$2.53M	Buy	228,305 +152,645	+202%	+$1.77M	2.09%	5
2016 Q1	$881K	Buy	+75,660	New	+$872K	1.85%	7

Other funds holding ISBC

BHG

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Moody Aldrich Partners's ISBC Position: Q2 2018 in Review

Moody Aldrich Partners sold out of Investors Bancorp, Inc. (ISBC) in Q2 2018, closing a stake of 121,304 shares — an estimated $1.66M sold.

Moody Aldrich Partners first reported a position in ISBC in Q1 2016 and held it in 9 quarters. The position peaked at $3.96M in Q4 2016. 252 funds tracked by Wall St. Rank hold ISBC as of Q2 2018.

Moody Aldrich Partners reported no remaining Investors Bancorp, Inc. position as of Q2 2018 after selling out during the quarter.
Moody Aldrich Partners sold 121,304 Investors Bancorp, Inc. shares in Q2 2018, an estimated $1.66M.
Moody Aldrich Partners first reported a position in Investors Bancorp, Inc. in Q1 2016 and held it in 9 quarters.
Moody Aldrich Partners's Investors Bancorp, Inc. position peaked at $3.96M in Q4 2016.
252 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2018.

Based on Moody Aldrich Partners's 13F filing for Q2 2018, filed 13 Aug 2018.