AG
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Aperio Group’s Independent Bank INDB Stock Holding History

Aperio Group’s Portfolio INDB Stock Details INDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$653K Buy
8,942
+1,446
+19% +$93.9K ﹤0.01% 1835
2020
Q3 		$393K Sell
7,496
-838
-10% -$52.1K ﹤0.01% 1949
2020
Q2 		$559K Sell
8,334
-917
-10% -$61.7K ﹤0.01% 1722
2020
Q1 		$595K Sell
9,251
-1,593
-15% -$114K ﹤0.01% 1560
2019
Q4 		$903K Buy
10,844
+104
+1% +$8.5K ﹤0.01% 1485
2019
Q3 		$802K Sell
10,740
-978
-8% -$70.9K ﹤0.01% 1510
2019
Q2 		$892K Buy
11,718
+650
+6% +$50.6K ﹤0.01% 1460
2019
Q1 		$897K Sell
11,068
-76
-0.7% -$6.02K ﹤0.01% 1414
2018
Q4 		$784K Sell
11,144
-179
-2% -$13.9K ﹤0.01% 1433
2018
Q3 		$935K Buy
11,323
+527
+5% +$46K ﹤0.01% 1445
2018
Q2 		$846K Buy
10,796
+718
+7% +$54.8K ﹤0.01% 1486
2018
Q1 		$721K Buy
10,078
+140
+1% +$10.1K ﹤0.01% 1510
2017
Q4 		$694K Buy
9,938
+10
+0.1% +$716 ﹤0.01% 1533
2017
Q3 		$741K Sell
9,928
-24
-0.2% -$1.67K ﹤0.01% 1450
2017
Q2 		$663K Buy
9,952
+527
+6% +$33.6K ﹤0.01% 1478
2017
Q1 		$613K Sell
9,425
-786
-8% -$50.7K ﹤0.01% 1432
2016
Q4 		$719K Buy
10,211
+355
+4% +$21.8K 0.01% 1301
2016
Q3 		$533K Buy
9,856
+260
+3% +$13.2K ﹤0.01% 1415
2016
Q2 		$439K Buy
9,596
+131
+1% +$6.11K ﹤0.01% 1458
2016
Q1 		$435K Buy
9,465
+1,205
+15% +$53.7K ﹤0.01% 1436
2015
Q4 		$384K Buy
8,260
+969
+13% +$46.6K ﹤0.01% 1480
2015
Q3 		$336K Sell
7,291
-80
-1% -$3.74K ﹤0.01% 1517
2015
Q2 		$346K Sell
7,371
-66
-0.9% -$2.94K ﹤0.01% 1543
2015
Q1 		$326K Buy
7,437
+1,101
+17% +$45.3K ﹤0.01% 1517
2014
Q4 		$271K Buy
6,336
+387
+7% +$15.3K ﹤0.01% 1573
2014
Q3 		$212K Buy
5,949
+165
+3% +$6.08K ﹤0.01% 1573
2014
Q2 		$222K Buy
+5,784
New +$217K ﹤0.01% 1569

Other funds holding INDB

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group's INDB Position: Q4 2020 in Review

Aperio Group increased its Independent Bank (INDB) stake by 19% in Q4 2020, buying an estimated $93.9K and bringing the position to 8,942 shares worth $653K. The position accounts for ﹤0.01% of the portfolio, ranked #1835.

Aperio Group first reported a position in INDB in Q2 2014 and has held it in 27 quarters since. The position peaked at $935K in Q3 2018. 194 funds tracked by Wall St. Rank hold INDB as of Q4 2020.

  • Aperio Group held 8,942 shares of Independent Bank worth $653K as of Q4 2020.
  • Aperio Group bought 1,446 Independent Bank shares in Q4 2020, an estimated $93.9K.
  • Independent Bank made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1835 holding.
  • Aperio Group first reported a position in Independent Bank in Q2 2014 and has held it in 27 quarters since.
  • Aperio Group's Independent Bank position peaked at $935K in Q3 2018.
  • 194 funds tracked by Wall St. Rank held Independent Bank as of Q4 2020.

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