UFF
ISBC

USA Financial Formulas’s Investors Bancorp, Inc. ISBC Stock Holding History

USA Financial Formulas’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
2021
Q3 		– Sell
-11,611
Closed -$166K – 500
2021
Q2 		$166K Buy
+11,611
New +$171K 0.14% 133

Other funds holding ISBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

USA Financial Formulas's ISBC Position: Q3 2021 in Review

USA Financial Formulas sold out of Investors Bancorp, Inc. (ISBC) in Q3 2021, closing a stake of 11,611 shares — an estimated $166K sold.

USA Financial Formulas first reported a position in ISBC in Q2 2021 and held it in 1 quarter. The position peaked at $166K in Q2 2021. 261 funds tracked by Wall St. Rank hold ISBC as of Q3 2021.

  • USA Financial Formulas reported no remaining Investors Bancorp, Inc. position as of Q3 2021 after selling out during the quarter.
  • USA Financial Formulas sold 11,611 Investors Bancorp, Inc. shares in Q3 2021, an estimated $166K.
  • USA Financial Formulas first reported a position in Investors Bancorp, Inc. in Q2 2021 and held it in 1 quarter.
  • USA Financial Formulas's Investors Bancorp, Inc. position peaked at $166K in Q2 2021.
  • 261 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q3 2021.

Based on USA Financial Formulas's 13F filing for Q3 2021, filed 8 Nov 2021.