SQA
ISBC

Simon Quick Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

Simon Quick Advisors’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
Q4 		– Sell
-532
Closed -$6K – 693
2019
Q3 		$6K Buy
+532
New +$5.95K ﹤0.01% 295

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simon Quick Advisors's ISBC Position: Q4 2019 in Review

Simon Quick Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q4 2019, closing a stake of 532 shares — an estimated $6K sold.

Simon Quick Advisors first reported a position in ISBC in Q3 2019 and held it in 1 quarter. The position peaked at $6K in Q3 2019. 247 funds tracked by Wall St. Rank hold ISBC as of Q4 2019.

  • Simon Quick Advisors reported no remaining Investors Bancorp, Inc. position as of Q4 2019 after selling out during the quarter.
  • Simon Quick Advisors sold 532 Investors Bancorp, Inc. shares in Q4 2019, an estimated $6K.
  • Simon Quick Advisors first reported a position in Investors Bancorp, Inc. in Q3 2019 and held it in 1 quarter.
  • Simon Quick Advisors's Investors Bancorp, Inc. position peaked at $6K in Q3 2019.
  • 247 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2019.

Based on Simon Quick Advisors's 13F filing for Q4 2019, filed 6 Jan 2020.