OPS
ISBC

Orion Portfolio Solutions’s Investors Bancorp, Inc. ISBC Stock Holding History

Orion Portfolio Solutions’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
Q1 		– Sell
-127
Closed -$2K – 2431
2019
Q4 		$2K Buy
+127
New +$1.52K ﹤0.01% 1581

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Orion Portfolio Solutions's ISBC Position: Q1 2020 in Review

Orion Portfolio Solutions sold out of Investors Bancorp, Inc. (ISBC) in Q1 2020, closing a stake of 127 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in ISBC in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 227 funds tracked by Wall St. Rank hold ISBC as of Q1 2020.

  • Orion Portfolio Solutions reported no remaining Investors Bancorp, Inc. position as of Q1 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 127 Investors Bancorp, Inc. shares in Q1 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in Investors Bancorp, Inc. in Q4 2019 and held it in 1 quarter.
  • Orion Portfolio Solutions's Investors Bancorp, Inc. position peaked at $2K in Q4 2019.
  • 227 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2020.

Based on Orion Portfolio Solutions's 13F filing for Q1 2020, filed 15 May 2020.