SAM
ISBC

Stansberry Asset Management’s Investors Bancorp, Inc. ISBC Stock Holding History

Stansberry Asset 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
2020
Q1 		– Sell
-680,832
Closed -$8.11M – 63
2019
Q4 		$8.11M Sell
680,832
-19,017
-3% -$228K 3.3% 11
2019
Q3 		$7.95M Buy
699,849
+5,741
+0.8% +$64.2K 3.51% 9
2019
Q2 		$7.74M Sell
694,108
-13,772
-2% -$156K 3.05% 8
2019
Q1 		$8.39M Buy
707,880
+256,882
+57% +$3.1M 2.88% 10
2018
Q4 		$4.69M Buy
+450,998
New +$5.21M 1.48% 14

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

Stansberry Asset Management's ISBC Position: Q1 2020 in Review

Stansberry Asset Management sold out of Investors Bancorp, Inc. (ISBC) in Q1 2020, closing a stake of 680,832 shares — an estimated $8.11M sold.

Stansberry Asset Management first reported a position in ISBC in Q4 2018 and held it in 5 quarters. The position peaked at $8.39M in Q1 2019. 227 funds tracked by Wall St. Rank hold ISBC as of Q1 2020.

  • Stansberry Asset Management reported no remaining Investors Bancorp, Inc. position as of Q1 2020 after selling out during the quarter.
  • Stansberry Asset Management sold 680,832 Investors Bancorp, Inc. shares in Q1 2020, an estimated $8.11M.
  • Stansberry Asset Management first reported a position in Investors Bancorp, Inc. in Q4 2018 and held it in 5 quarters.
  • Stansberry Asset Management's Investors Bancorp, Inc. position peaked at $8.39M in Q1 2019.
  • 227 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q1 2020.

Based on Stansberry Asset Management's 13F filing for Q1 2020, filed 15 May 2020.