RC
ISBC

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

Roundview Capital’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
2020
Q1 		– Sell
-15,000
Closed -$179K – 238
2019
Q4 		$179K Hold
15,000
– – 0.03% 224
2019
Q3 		$170K Hold
15,000
– – 0.04% 222
2019
Q2 		$167K Sell
15,000
-3,060
-17% -$34.7K 0.04% 220
2019
Q1 		$214K Hold
18,060
– – 0.05% 214
2018
Q4 		$188K Buy
+18,060
New +$208K 0.05% 203

Other funds holding ISBC

Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Roundview Capital's ISBC Position: Q1 2020 in Review

Roundview Capital sold out of Investors Bancorp, Inc. (ISBC) in Q1 2020, closing a stake of 15,000 shares — an estimated $179K sold.

Roundview Capital first reported a position in ISBC in Q4 2018 and held it in 5 quarters. The position peaked at $214K in Q1 2019. 227 funds tracked by Wall St. Rank hold ISBC as of Q1 2020.

  • Roundview Capital reported no remaining Investors Bancorp, Inc. position as of Q1 2020 after selling out during the quarter.
  • Roundview Capital sold 15,000 Investors Bancorp, Inc. shares in Q1 2020, an estimated $179K.
  • Roundview Capital first reported a position in Investors Bancorp, Inc. in Q4 2018 and held it in 5 quarters.
  • Roundview Capital's Investors Bancorp, Inc. position peaked at $214K in Q1 2019.
  • 227 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2020.

Based on Roundview Capital's 13F filing for Q1 2020, filed 11 May 2020.