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

Oppenheimer 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
2021 Q1	–	Sell	-18,959	Closed	-$200K	–	1222
2020 Q4	$200K	Sell	18,959 -89	-0.5%	-$813	﹤0.01%	1081
2020 Q3	$138K	Buy	19,048 +7,329	+63%	+$58.3K	﹤0.01%	1044
2020 Q2	$100K	Buy	11,719 +666	+6%	+$5.6K	﹤0.01%	1050
2020 Q1	$88K	Buy	+11,053	New	+$119K	﹤0.01%	1134
2017 Q4	–	Sell	-414	Closed	-$6K	–	1560
2017 Q3	$6K	Sell	414 -103	-20%	-$1.36K	﹤0.01%	1563
2017 Q2	$7K	Sell	517 -87	-14%	-$1.19K	﹤0.01%	1539
2017 Q1	$9K	Buy	+604	New	+$8.65K	﹤0.01%	1545

Other funds holding ISBC

BlackRock New York $5.72T AUM 30.48% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Oppenheimer Asset Management's ISBC Position: Q1 2021 in Review

Oppenheimer Asset Management sold out of Investors Bancorp, Inc. (ISBC) in Q1 2021, closing a stake of 18,959 shares — an estimated $200K sold.

Oppenheimer Asset Management first reported a position in ISBC in Q1 2017 and held it in 7 quarters. The position peaked at $200K in Q4 2020. 243 funds tracked by Wall St. Rank hold ISBC as of Q1 2021.

Oppenheimer Asset Management reported no remaining Investors Bancorp, Inc. position as of Q1 2021 after selling out during the quarter.
Oppenheimer Asset Management sold 18,959 Investors Bancorp, Inc. shares in Q1 2021, an estimated $200K.
Oppenheimer Asset Management first reported a position in Investors Bancorp, Inc. in Q1 2017 and held it in 7 quarters.
Oppenheimer Asset Management's Investors Bancorp, Inc. position peaked at $200K in Q4 2020.
243 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2021.

Based on Oppenheimer Asset Management's 13F filing for Q1 2021, filed 17 May 2021.