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

Stevens 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
2018 Q4	–	Sell	-65,065	Closed	-$798K	–	999
2018 Q3	$798K	Sell	65,065 -115,503	-64%	-$1.47M	0.03%	468
2018 Q2	$2.31M	Buy	+180,568	New	+$2.43M	0.08%	275
2018 Q1	–	Sell	-99,304	Closed	-$1.38M	–	1054
2017 Q4	$1.38M	Buy	+99,304	New	+$1.38M	0.05%	367
2016 Q3	–	Sell	-10,950	Closed	-$121K	–	1212
2016 Q2	$121K	Sell	10,950 -1,806	-14%	-$20.9K	﹤0.01%	820
2016 Q1	$148K	Sell	12,756 -270,288	-95%	-$3.11M	0.01%	794
2015 Q4	$3.52M	Buy	+283,044	New	+$3.56M	0.14%	207
2015 Q3	–	Sell	-109,183	Closed	-$1.34M	–	1290
2015 Q2	$1.34M	Sell	109,183 -37,995	-26%	-$459K	0.05%	357
2015 Q1	$1.73M	Sell	147,178 -99,415	-40%	-$1.13M	0.06%	304
2014 Q4	$2.77M	Sell	246,593 -565,065	-70%	-$6M	0.09%	244
2014 Q3	$8.22M	Buy	811,658 +276,270	+52%	+$2.92M	0.25%	125
2014 Q2	$5.92M	Buy	+535,388	New	+$5.71M	0.16%	174
2013 Q4	–	Sell	-33,377	Closed	-$287K	–	1301
2013 Q3	$287K	Buy	+33,377	New	+$286K	0.01%	804

Other funds holding ISBC

BHG

Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stevens Capital Management's ISBC Position: Q4 2018 in Review

Stevens Capital Management sold out of Investors Bancorp, Inc. (ISBC) in Q4 2018, closing a stake of 65,065 shares — an estimated $798K sold.

Stevens Capital Management first reported a position in ISBC in Q3 2013 and held it in 12 quarters. The position peaked at $8.22M in Q3 2014. 249 funds tracked by Wall St. Rank hold ISBC as of Q4 2018.

Stevens Capital Management reported no remaining Investors Bancorp, Inc. position as of Q4 2018 after selling out during the quarter.
Stevens Capital Management sold 65,065 Investors Bancorp, Inc. shares in Q4 2018, an estimated $798K.
Stevens Capital Management first reported a position in Investors Bancorp, Inc. in Q3 2013 and held it in 12 quarters.
Stevens Capital Management's Investors Bancorp, Inc. position peaked at $8.22M in Q3 2014.
249 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2018.

Based on Stevens Capital Management's 13F filing for Q4 2018, filed 6 Feb 2019.