WCM
ISBC

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

Weld 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
2020
Q4 		– Sell
-16,283
Closed -$118K – 740
2020
Q3 		$118K Buy
+16,283
New +$130K 0.05% 441
2019
Q4 		– Sell
-33,706
Closed -$383K – 1033
2019
Q3 		$383K Buy
+33,706
New +$377K 0.07% 480

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Weld Capital Management's ISBC Position: Q4 2020 in Review

Weld Capital Management sold out of Investors Bancorp, Inc. (ISBC) in Q4 2020, closing a stake of 16,283 shares — an estimated $118K sold.

Weld Capital Management first reported a position in ISBC in Q3 2019 and held it in 2 quarters. The position peaked at $383K in Q3 2019. 227 funds tracked by Wall St. Rank hold ISBC as of Q4 2020.

  • Weld Capital Management reported no remaining Investors Bancorp, Inc. position as of Q4 2020 after selling out during the quarter.
  • Weld Capital Management sold 16,283 Investors Bancorp, Inc. shares in Q4 2020, an estimated $118K.
  • Weld Capital Management first reported a position in Investors Bancorp, Inc. in Q3 2019 and held it in 2 quarters.
  • Weld Capital Management's Investors Bancorp, Inc. position peaked at $383K in Q3 2019.
  • 227 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.