RBA
ISBC

Richard Bernstein Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

Richard Bernstein Advisors’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
Q3 		– Sell
-309,510
Closed -$4.41M – 317
2021
Q2 		$4.41M Hold
309,510
– – 0.09% 107
2021
Q1 		$4.54M Buy
+309,510
New +$4M 0.1% 92
2018
Q2 		– Sell
-27,967
Closed -$381K – 369
2018
Q1 		$381K Hold
27,967
– – 0.01% 294
2017
Q4 		$388K Buy
+27,967
New +$388K 0.02% 298

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Richard Bernstein Advisors's ISBC Position: Q3 2021 in Review

Richard Bernstein Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q3 2021, closing a stake of 309,510 shares — an estimated $4.41M sold.

Richard Bernstein Advisors first reported a position in ISBC in Q4 2017 and held it in 4 quarters. The position peaked at $4.54M in Q1 2021. 261 funds tracked by Wall St. Rank hold ISBC as of Q3 2021.

  • Richard Bernstein Advisors reported no remaining Investors Bancorp, Inc. position as of Q3 2021 after selling out during the quarter.
  • Richard Bernstein Advisors sold 309,510 Investors Bancorp, Inc. shares in Q3 2021, an estimated $4.41M.
  • Richard Bernstein Advisors first reported a position in Investors Bancorp, Inc. in Q4 2017 and held it in 4 quarters.
  • Richard Bernstein Advisors's Investors Bancorp, Inc. position peaked at $4.54M in Q1 2021.
  • 261 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2021.

Based on Richard Bernstein Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.