Osaic Holdings’s Investors Bancorp, Inc. ISBC Stock Holding History

Osaic 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
2022 Q2	–	Sell	-7,533	Closed	-$112K	–	7874
2022 Q1	$112K	Sell	7,533 -392	-5%	-$6.42K	﹤0.01%	4516
2021 Q4	$120K	Sell	7,925 -2,131	-21%	-$32.8K	﹤0.01%	4431
2021 Q3	$152K	Sell	10,056 -1,588	-14%	-$22.1K	﹤0.01%	4160
2021 Q2	$165K	Buy	11,644 +1,302	+13%	+$19.2K	﹤0.01%	4035
2021 Q1	$152K	Buy	10,342 +10,262	+12,828%	+$133K	﹤0.01%	3997
2020 Q4	$1K	Sell	80 -2,369	-97%	-$21.6K	﹤0.01%	6341
2020 Q3	$18K	Sell	2,449 -910	-27%	-$7.24K	﹤0.01%	4988
2020 Q2	$29K	Sell	3,359 -152	-4%	-$1.28K	﹤0.01%	4568
2020 Q1	$27K	Buy	+3,511	New	+$37.8K	﹤0.01%	4451

Other funds holding ISBC

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Osaic Holdings's ISBC Position: Q2 2022 in Review

Osaic Holdings sold out of Investors Bancorp, Inc. (ISBC) in Q2 2022, closing a stake of 7,533 shares — an estimated $112K sold.

Osaic Holdings first reported a position in ISBC in Q1 2020 and held it in 9 quarters. The position peaked at $165K in Q2 2021. 3 funds tracked by Wall St. Rank hold ISBC as of Q2 2022.

Osaic Holdings reported no remaining Investors Bancorp, Inc. position as of Q2 2022 after selling out during the quarter.
Osaic Holdings sold 7,533 Investors Bancorp, Inc. shares in Q2 2022, an estimated $112K.
Osaic Holdings first reported a position in Investors Bancorp, Inc. in Q1 2020 and held it in 9 quarters.
Osaic Holdings's Investors Bancorp, Inc. position peaked at $165K in Q2 2021.
3 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2022.

Based on Osaic Holdings's 13F filing for Q2 2022, filed 10 Aug 2022.