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

Shelton 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	-14,560	Closed	-$217K	–	822
2022 Q1	$217K	Hold	14,560	–	–	0.01%	739
2021 Q4	$221K	Hold	14,560	–	–	0.01%	739
2021 Q3	$220K	Hold	14,560	–	–	0.01%	721
2021 Q2	$208K	Sell	14,560 -451	-3%	-$6.66K	0.01%	782
2021 Q1	$221K	Buy	+15,011	New	+$194K	0.01%	726

Other funds holding ISBC

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Shelton Capital Management sold out of Investors Bancorp, Inc. (ISBC) in Q2 2022, closing a stake of 14,560 shares — an estimated $217K sold.

Shelton Capital Management first reported a position in ISBC in Q1 2021 and held it in 5 quarters. The position peaked at $221K in Q4 2021. 3 funds tracked by Wall St. Rank hold ISBC as of Q2 2022.

Shelton Capital Management reported no remaining Investors Bancorp, Inc. position as of Q2 2022 after selling out during the quarter.
Shelton Capital Management sold 14,560 Investors Bancorp, Inc. shares in Q2 2022, an estimated $217K.
Shelton Capital Management first reported a position in Investors Bancorp, Inc. in Q1 2021 and held it in 5 quarters.
Shelton Capital Management's Investors Bancorp, Inc. position peaked at $221K in Q4 2021.
3 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2022.

Based on Shelton Capital Management's 13F filing for Q2 2022, filed 11 Aug 2022.