O'Shaughnessy Asset Management’s Investors Bancorp, Inc. ISBC Stock Holding History

O'Shaughnessy 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 Q4	–	Sell	-3,459	Closed	-$52K	–	2772
2021 Q3	$52K	Sell	3,459 -3,359	-49%	-$46.9K	﹤0.01%	1632
2021 Q2	$97K	Buy	6,818 +917	+16%	+$13.5K	﹤0.01%	1317
2021 Q1	$87K	Buy	5,901 +4,294	+267%	+$55.5K	﹤0.01%	1256
2020 Q4	$17K	Sell	1,607 -1,992	-55%	-$18.2K	﹤0.01%	1448
2020 Q3	$26K	Sell	3,599 -377	-9%	-$3K	﹤0.01%	1215
2020 Q2	$34K	Sell	3,976 -30,919	-89%	-$260K	﹤0.01%	1069
2020 Q1	$279K	Buy	34,895 +33,608	+2,611%	+$362K	0.01%	383
2019 Q4	$15K	Buy	+1,287	New	+$15.4K	﹤0.01%	1218

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

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

O'Shaughnessy Asset Management's ISBC Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of Investors Bancorp, Inc. (ISBC) in Q4 2021, closing a stake of 3,459 shares — an estimated $52K sold.

O'Shaughnessy Asset Management first reported a position in ISBC in Q4 2019 and held it in 8 quarters. The position peaked at $279K in Q1 2020. 265 funds tracked by Wall St. Rank hold ISBC as of Q4 2021.

O'Shaughnessy Asset Management reported no remaining Investors Bancorp, Inc. position as of Q4 2021 after selling out during the quarter.
O'Shaughnessy Asset Management sold 3,459 Investors Bancorp, Inc. shares in Q4 2021, an estimated $52K.
O'Shaughnessy Asset Management first reported a position in Investors Bancorp, Inc. in Q4 2019 and held it in 8 quarters.
O'Shaughnessy Asset Management's Investors Bancorp, Inc. position peaked at $279K in Q1 2020.
265 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.