Wellington Management Group’s Investors Bancorp, Inc. ISBC Stock Holding History

Wellington Management Group’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
2022 Q2	–	Sell	-62,799	Closed	-$938K	–	2262
2022 Q1	$938K	Sell	62,799 -692,421	-92%	-$11.3M	﹤0.01%	1748
2021 Q4	$11.4M	Sell	755,220 -653,344	-46%	-$10.1M	﹤0.01%	1220
2021 Q3	$21.3M	Buy	+1,408,564	New	+$19.6M	﹤0.01%	1069
2021 Q1	–	Sell	-14,692	Closed	-$155K	–	2235
2020 Q4	$155K	Buy	+14,692	New	+$134K	﹤0.01%	1897
2020 Q2	–	Sell	-96,970	Closed	-$775K	–	2030
2020 Q1	$775K	Buy	+96,970	New	+$1.04M	﹤0.01%	1600
2014 Q4	–	Sell	-4,994,924	Closed	-$50.6M	–	2269
2014 Q3	$50.6M	Sell	4,994,924 -1,396,900	-22%	-$14.8M	0.01%	719
2014 Q2	$70.6M	Buy	6,391,824 +1,268,176	+25%	+$13.5M	0.02%	631
2014 Q1	$55.6M	Sell	5,123,648 -828,094	-14%	-$8.5M	0.02%	709
2013 Q4	$59.7M	Buy	5,951,742 +2,109,711	+55%	+$19.5M	0.02%	679
2013 Q3	$33M	Buy	3,842,031 +799,825	+26%	+$6.85M	0.01%	834
2013 Q2	$25.2M	Buy	+3,042,206	New	+$23.6M	0.01%	896

Other funds holding ISBC

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Wellington Management Group's ISBC Position: Q2 2022 in Review

Wellington Management Group sold out of Investors Bancorp, Inc. (ISBC) in Q2 2022, closing a stake of 62,799 shares — an estimated $938K sold.

Wellington Management Group first reported a position in ISBC in Q2 2013 and held it in 11 quarters. The position peaked at $70.6M in Q2 2014. 3 funds tracked by Wall St. Rank hold ISBC as of Q2 2022.

Wellington Management Group reported no remaining Investors Bancorp, Inc. position as of Q2 2022 after selling out during the quarter.
Wellington Management Group sold 62,799 Investors Bancorp, Inc. shares in Q2 2022, an estimated $938K.
Wellington Management Group first reported a position in Investors Bancorp, Inc. in Q2 2013 and held it in 11 quarters.
Wellington Management Group's Investors Bancorp, Inc. position peaked at $70.6M in Q2 2014.
3 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2022.

Based on Wellington Management Group's 13F filing for Q2 2022, filed 15 Aug 2022.