PTC
ISBC

Petrus Trust Company’s Investors Bancorp, Inc. ISBC Stock Holding History

Petrus Trust Company’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
-13,365
Closed -$141K – 82
2020
Q4 		$141K Sell
13,365
-12,282
-48% -$112K 0.01% 62
2020
Q3 		$186K Buy
25,647
+11,195
+77% +$89.1K 0.02% 213
2020
Q2 		$123K Buy
+14,452
New +$122K 0.01% 237

Other funds holding ISBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Petrus Trust Company's ISBC Position: Q1 2021 in Review

Petrus Trust Company sold out of Investors Bancorp, Inc. (ISBC) in Q1 2021, closing a stake of 13,365 shares — an estimated $141K sold.

Petrus Trust Company first reported a position in ISBC in Q2 2020 and held it in 3 quarters. The position peaked at $186K in Q3 2020. 243 funds tracked by Wall St. Rank hold ISBC as of Q1 2021.

  • Petrus Trust Company reported no remaining Investors Bancorp, Inc. position as of Q1 2021 after selling out during the quarter.
  • Petrus Trust Company sold 13,365 Investors Bancorp, Inc. shares in Q1 2021, an estimated $141K.
  • Petrus Trust Company first reported a position in Investors Bancorp, Inc. in Q2 2020 and held it in 3 quarters.
  • Petrus Trust Company's Investors Bancorp, Inc. position peaked at $186K in Q3 2020.
  • 243 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2021.

Based on Petrus Trust Company's 13F filing for Q1 2021, filed 17 May 2021.