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Aperio Group’s Independent Bank Corp IBCP Stock Holding History

Aperio Group’s Portfolio IBCP Stock Details IBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$438K Buy
23,712
+5,114
+27% +$83.8K ﹤0.01% 2027
2020
Q3 		$234K Buy
18,598
+5,634
+43% +$78.8K ﹤0.01% 2169
2020
Q2 		$193K Buy
+12,964
New +$179K ﹤0.01% 2187
2019
Q3 		– Sell
-6,174
Closed -$135K – 2518
2019
Q2 		$135K Buy
+6,174
New +$134K ﹤0.01% 2303

Other funds holding IBCP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aperio Group's IBCP Position: Q4 2020 in Review

Aperio Group increased its Independent Bank Corp (IBCP) stake by 27% in Q4 2020, buying an estimated $83.8K and bringing the position to 23,712 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

Aperio Group first reported a position in IBCP in Q2 2019 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold IBCP as of Q4 2020.

  • Aperio Group held 23,712 shares of Independent Bank Corp worth $438K as of Q4 2020.
  • Aperio Group bought 5,114 Independent Bank Corp shares in Q4 2020, an estimated $83.8K.
  • Independent Bank Corp made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2027 holding.
  • Aperio Group first reported a position in Independent Bank Corp in Q2 2019 and has held it in 4 quarters since.
  • 126 funds tracked by Wall St. Rank held Independent Bank Corp as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.