SCM
ISBC

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

Shoals 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
2019
Q1 		– Sell
-1,750,000
Closed -$18.2M – 23
2018
Q4 		$18.2M Buy
+1,750,000
New +$20.2M 9.63% 5

Other funds holding ISBC

BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 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
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
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Shoals Capital Management's ISBC Position: Q1 2019 in Review

Shoals Capital Management sold out of Investors Bancorp, Inc. (ISBC) in Q1 2019, closing a stake of 1,750,000 shares — an estimated $18.2M sold.

Shoals Capital Management first reported a position in ISBC in Q4 2018 and held it in 1 quarter. The position peaked at $18.2M in Q4 2018. 235 funds tracked by Wall St. Rank hold ISBC as of Q1 2019.

  • Shoals Capital Management reported no remaining Investors Bancorp, Inc. position as of Q1 2019 after selling out during the quarter.
  • Shoals Capital Management sold 1,750,000 Investors Bancorp, Inc. shares in Q1 2019, an estimated $18.2M.
  • Shoals Capital Management first reported a position in Investors Bancorp, Inc. in Q4 2018 and held it in 1 quarter.
  • Shoals Capital Management's Investors Bancorp, Inc. position peaked at $18.2M in Q4 2018.
  • 235 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2019.

Based on Shoals Capital Management's 13F filing for Q1 2019, filed 14 May 2019.