Unigestion Holding’s Investors Bancorp, Inc. ISBC Stock Holding History

Unigestion Holding’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 Q2	–	Sell	-70,643	Closed	-$837K	–	276
2019 Q1	$837K	Sell	70,643 -137,382	-66%	-$1.66M	0.02%	191
2018 Q4	$2.16M	Sell	208,025 -25,539	-11%	-$295K	0.05%	175
2018 Q3	$2.87M	Sell	233,564 -157,336	-40%	-$2M	0.06%	188
2018 Q2	$5M	Buy	+390,900	New	+$5.27M	0.1%	157

Other funds holding ISBC

BHG

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Unigestion Holding's ISBC Position: Q2 2019 in Review

Unigestion Holding sold out of Investors Bancorp, Inc. (ISBC) in Q2 2019, closing a stake of 70,643 shares — an estimated $837K sold.

Unigestion Holding first reported a position in ISBC in Q2 2018 and held it in 4 quarters. The position peaked at $5M in Q2 2018. 212 funds tracked by Wall St. Rank hold ISBC as of Q2 2019.

Unigestion Holding reported no remaining Investors Bancorp, Inc. position as of Q2 2019 after selling out during the quarter.
Unigestion Holding sold 70,643 Investors Bancorp, Inc. shares in Q2 2019, an estimated $837K.
Unigestion Holding first reported a position in Investors Bancorp, Inc. in Q2 2018 and held it in 4 quarters.
Unigestion Holding's Investors Bancorp, Inc. position peaked at $5M in Q2 2018.
212 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2019.

Based on Unigestion Holding's 13F filing for Q2 2019, filed 15 Jul 2019.