Valley National Advisers’s Investors Bancorp, Inc. ISBC Stock Holding History

Valley National Advisers’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 Q2	–	Sell	-719	Closed	-$6K	–	885
2020 Q1	$6K	Hold	719	–	–	﹤0.01%	535
2019 Q4	$9K	Hold	719	–	–	﹤0.01%	546
2019 Q3	$8K	Hold	719	–	–	﹤0.01%	549
2019 Q2	$8K	Hold	719	–	–	﹤0.01%	510
2019 Q1	$9K	Hold	719	–	–	﹤0.01%	495
2018 Q4	$7K	Hold	719	–	–	﹤0.01%	493
2018 Q3	$9K	Hold	719	–	–	﹤0.01%	450
2018 Q2	$9K	Hold	719	–	–	﹤0.01%	433
2018 Q1	$10K	Hold	719	–	–	﹤0.01%	410
2017 Q4	$10K	Hold	719	–	–	﹤0.01%	413
2017 Q3	$10K	Hold	719	–	–	﹤0.01%	410
2017 Q2	$10K	Hold	719	–	–	﹤0.01%	407
2017 Q1	$10K	Hold	719	–	–	﹤0.01%	412
2016 Q4	$10K	Hold	719	–	–	﹤0.01%	413
2016 Q3	$9K	Hold	719	–	–	﹤0.01%	404
2016 Q2	$8K	Hold	719	–	–	﹤0.01%	413
2016 Q1	$8K	Hold	719	–	–	﹤0.01%	405
2015 Q4	$9K	Hold	719	–	–	0.01%	394
2015 Q3	$9K	Buy	+719	New	+$8.73K	0.01%	397

Other funds holding ISBC

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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Valley National Advisers's ISBC Position: Q2 2020 in Review

Valley National Advisers sold out of Investors Bancorp, Inc. (ISBC) in Q2 2020, closing a stake of 719 shares — an estimated $6K sold.

Valley National Advisers first reported a position in ISBC in Q3 2015 and held it in 19 quarters. The position peaked at $10K in Q1 2018. 235 funds tracked by Wall St. Rank hold ISBC as of Q2 2020.

Valley National Advisers reported no remaining Investors Bancorp, Inc. position as of Q2 2020 after selling out during the quarter.
Valley National Advisers sold 719 Investors Bancorp, Inc. shares in Q2 2020, an estimated $6K.
Valley National Advisers first reported a position in Investors Bancorp, Inc. in Q3 2015 and held it in 19 quarters.
Valley National Advisers's Investors Bancorp, Inc. position peaked at $10K in Q1 2018.
235 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2020.

Based on Valley National Advisers's 13F filing for Q2 2020, filed 10 Aug 2020.