Sheets Smith Wealth Management’s Investors Bancorp, Inc. ISBC Stock Holding History

Sheets Smith Wealth 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 Q3	–	Sell	-30,442	Closed	-$434K	–	381
2021 Q2	$434K	Hold	30,442	–	–	0.06%	243
2021 Q1	$447K	Hold	30,442	–	–	0.07%	219
2020 Q4	$321K	Buy	30,442 +720	+2%	+$6.58K	0.05%	266
2020 Q3	$216K	Hold	29,722	–	–	0.04%	277
2020 Q2	$253K	Hold	29,722	–	–	0.05%	214
2020 Q1	$237K	Buy	29,722 +1,553	+6%	+$16.7K	0.05%	231
2019 Q4	$336K	Sell	28,169 -1,150	-4%	-$13.8K	0.06%	254
2019 Q3	$333K	Buy	29,319 +972	+3%	+$10.9K	0.07%	237
2019 Q2	$316K	Sell	28,347 -1,189	-4%	-$13.5K	0.06%	261
2019 Q1	$350K	Sell	29,536 -186	-0.6%	-$2.24K	0.08%	250
2018 Q4	$309K	Sell	29,722 -971	-3%	-$11.2K	0.08%	224
2018 Q3	$377K	Buy	30,693 +364	+1%	+$4.63K	0.08%	261
2018 Q2	$388K	Buy	30,329 +3,351	+12%	+$45.1K	0.09%	228
2018 Q1	$368K	Buy	26,978 +490	+2%	+$6.79K	0.09%	225
2017 Q4	$368K	Hold	26,488	–	–	0.09%	234
2017 Q3	$361K	Hold	26,488	–	–	0.09%	221
2017 Q2	$354K	Hold	26,488	–	–	0.09%	209
2017 Q1	$381K	Hold	26,488	–	–	0.1%	204
2016 Q4	$370K	Buy	26,488 +690	+3%	+$9.02K	0.1%	204
2016 Q3	$310K	Hold	25,798	–	–	0.09%	206
2016 Q2	$286K	Hold	25,798	–	–	0.08%	204
2016 Q1	$300K	Hold	25,798	–	–	0.09%	185
2015 Q4	$321K	Sell	25,798 -2,460	-9%	-$31K	0.1%	178
2015 Q3	$349K	Buy	28,258 +920	+3%	+$11.2K	0.12%	150
2015 Q2	$336K	Buy	27,338 +800	+3%	+$9.67K	0.09%	181
2015 Q1	$311K	Hold	26,538	–	–	0.09%	184
2014 Q4	$298K	Hold	26,538	–	–	0.08%	197
2014 Q3	$269K	Buy	26,538 +650	+3%	+$6.87K	0.07%	204
2014 Q2	$286K	Buy	+25,888	New	+$276K	0.08%	204
2014 Q1	–	Sell	-22,691	Closed	-$228K	–	286
2013 Q4	$228K	Buy	+22,691	New	+$210K	0.06%	232

Other funds holding ISBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sheets Smith Wealth Management's ISBC Position: Q3 2021 in Review

Sheets Smith Wealth Management sold out of Investors Bancorp, Inc. (ISBC) in Q3 2021, closing a stake of 30,442 shares — an estimated $434K sold.

Sheets Smith Wealth Management first reported a position in ISBC in Q4 2013 and held it in 30 quarters. The position peaked at $447K in Q1 2021. 261 funds tracked by Wall St. Rank hold ISBC as of Q3 2021.

Sheets Smith Wealth Management reported no remaining Investors Bancorp, Inc. position as of Q3 2021 after selling out during the quarter.
Sheets Smith Wealth Management sold 30,442 Investors Bancorp, Inc. shares in Q3 2021, an estimated $434K.
Sheets Smith Wealth Management first reported a position in Investors Bancorp, Inc. in Q4 2013 and held it in 30 quarters.
Sheets Smith Wealth Management's Investors Bancorp, Inc. position peaked at $447K in Q1 2021.
261 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2021.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.