Rockefeller Capital Management
ISBC

Rockefeller Capital Management’s Investors Bancorp, Inc. ISBC Stock Holding History

Rockefeller Capital 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
2022
Q2 		– Sell
-2,203
Closed -$32K – 4578
2022
Q1 		$32K Buy
2,203
+34
+2% +$557 ﹤0.01% 2528
2021
Q4 		$32K Hold
2,169
– – ﹤0.01% 2418
2021
Q3 		$32K Hold
2,169
– – ﹤0.01% 2370
2021
Q2 		$30K Sell
2,169
-621
-22% -$9.17K ﹤0.01% 2305
2021
Q1 		$40K Sell
2,790
-2,194
-44% -$28.4K ﹤0.01% 1985
2020
Q4 		$52K Buy
4,984
+176
+4% +$1.61K ﹤0.01% 1677
2020
Q3 		$34K Sell
4,808
-219
-4% -$1.74K ﹤0.01% 1622
2020
Q2 		$43K Sell
5,027
-79
-2% -$665 ﹤0.01% 1448
2020
Q1 		$41K Buy
5,106
+298
+6% +$3.21K ﹤0.01% 1297
2019
Q4 		$57K Hold
4,808
– – ﹤0.01% 1120
2019
Q3 		$55K Hold
4,808
– – ﹤0.01% 935
2019
Q2 		$54K Buy
4,808
+4,569
+1,912% +$51.8K ﹤0.01% 800
2019
Q1 		$3K Buy
+239
New +$2.88K ﹤0.01% 1754

Other funds holding ISBC

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Rockefeller Capital Management's ISBC Position: Q2 2022 in Review

Rockefeller Capital Management sold out of Investors Bancorp, Inc. (ISBC) in Q2 2022, closing a stake of 2,203 shares — an estimated $32K sold.

Rockefeller Capital Management first reported a position in ISBC in Q1 2019 and held it in 13 quarters. The position peaked at $57K in Q4 2019. 3 funds tracked by Wall St. Rank hold ISBC as of Q2 2022.

  • Rockefeller Capital Management reported no remaining Investors Bancorp, Inc. position as of Q2 2022 after selling out during the quarter.
  • Rockefeller Capital Management sold 2,203 Investors Bancorp, Inc. shares in Q2 2022, an estimated $32K.
  • Rockefeller Capital Management first reported a position in Investors Bancorp, Inc. in Q1 2019 and held it in 13 quarters.
  • Rockefeller Capital Management's Investors Bancorp, Inc. position peaked at $57K in Q4 2019.
  • 3 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2022.

Based on Rockefeller Capital Management's 13F filing for Q2 2022, filed 12 Aug 2022.