TSW
ISBC

Thompson Siegel & Walmsley’s Investors Bancorp, Inc. ISBC Stock Holding History

Thompson Siegel & Walmsley’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
Q3 		– Sell
-451,953
Closed -$3.84M – 685
2020
Q2 		$3.84M Sell
451,953
-582,780
-56% -$4.9M 0.08% 173
2020
Q1 		$8.27M Sell
1,034,733
-366,980
-26% -$3.95M 0.2% 117
2019
Q4 		$16.7M Sell
1,401,713
-1,061,146
-43% -$12.7M 0.26% 95
2019
Q3 		$28M Sell
2,462,859
-493,447
-17% -$5.52M 0.44% 70
2019
Q2 		$33M Sell
2,956,306
-661,846
-18% -$7.5M 0.48% 70
2019
Q1 		$42.9M Buy
3,618,152
+137,958
+4% +$1.66M 0.6% 67
2018
Q4 		$36.2M Buy
3,480,194
+174,096
+5% +$2.01M 0.57% 72
2018
Q3 		$40.6M Buy
3,306,098
+985,609
+42% +$12.5M 0.52% 72
2018
Q2 		$29.7M Sell
2,320,489
-181,660
-7% -$2.45M 0.38% 78
2018
Q1 		$34.1M Buy
2,502,149
+280,189
+13% +$3.89M 0.42% 72
2017
Q4 		$30.8M Buy
2,221,960
+1,468,750
+195% +$20.4M 0.37% 79
2017
Q3 		$10.3M Buy
+753,210
New +$9.94M 0.12% 188

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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Thompson Siegel & Walmsley's ISBC Position: Q3 2020 in Review

Thompson Siegel & Walmsley sold out of Investors Bancorp, Inc. (ISBC) in Q3 2020, closing a stake of 451,953 shares — an estimated $3.84M sold.

Thompson Siegel & Walmsley first reported a position in ISBC in Q3 2017 and held it in 12 quarters. The position peaked at $42.9M in Q1 2019. 230 funds tracked by Wall St. Rank hold ISBC as of Q3 2020.

  • Thompson Siegel & Walmsley reported no remaining Investors Bancorp, Inc. position as of Q3 2020 after selling out during the quarter.
  • Thompson Siegel & Walmsley sold 451,953 Investors Bancorp, Inc. shares in Q3 2020, an estimated $3.84M.
  • Thompson Siegel & Walmsley first reported a position in Investors Bancorp, Inc. in Q3 2017 and held it in 12 quarters.
  • Thompson Siegel & Walmsley's Investors Bancorp, Inc. position peaked at $42.9M in Q1 2019.
  • 230 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2020.

Based on Thompson Siegel & Walmsley's 13F filing for Q3 2020, filed 12 Nov 2020.