Bank of Montreal’s Independent Bank Corp IBCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-78,601
| Closed | -$1.45M | – | 4009 |
|
|
2023
Q2 | $1.45M | Buy |
+78,601
| New | +$1.35M | ﹤0.01% | 1986 |
|
|
2021
Q4 | – | Sell |
-411,492
| Closed | -$9M | – | 3656 |
|
|
2021
Q3 | $9M | Sell |
411,492
-18,076
| -4% | -$376K | ﹤0.01% | 1351 |
|
|
2021
Q2 | $9.48M | Buy |
429,568
+163,847
| +62% | +$3.78M | ﹤0.01% | 1298 |
|
|
2021
Q1 | $6.38M | Sell |
265,721
-21,509
| -7% | -$455K | ﹤0.01% | 1230 |
|
|
2020
Q4 | $5.75M | Buy |
287,230
+20,205
| +8% | +$331K | ﹤0.01% | 1311 |
|
|
2020
Q3 | $3.66M | Buy |
267,025
+18,178
| +7% | +$254K | ﹤0.01% | 1390 |
|
|
2020
Q2 | $3.12M | Buy |
248,847
+21,687
| +10% | +$299K | ﹤0.01% | 1401 |
|
|
2020
Q1 | $2.84M | Buy |
227,160
+70,057
| +45% | +$1.36M | ﹤0.01% | 1260 |
|
|
2019
Q4 | $3.56M | Buy |
157,103
+101,952
| +185% | +$2.26M | ﹤0.01% | 1555 |
|
|
2019
Q3 | $1.18M | Buy |
55,151
+51,219
| +1,303% | +$1.07M | ﹤0.01% | 1994 |
|
|
2019
Q2 | $86K | Sell |
3,932
-6,695
| -63% | -$145K | ﹤0.01% | 3432 |
|
|
2019
Q1 | $229K | Sell |
10,627
-509
| -5% | -$11.4K | ﹤0.01% | 2670 |
|
|
2018
Q4 | $234K | Sell |
11,136
-76,737
| -87% | -$1.73M | ﹤0.01% | 2497 |
|
|
2018
Q3 | $2.08M | Buy |
87,873
+20,277
| +30% | +$506K | ﹤0.01% | 1654 |
|
|
2018
Q2 | $1.72M | Buy |
67,596
+31,546
| +88% | +$785K | ﹤0.01% | 1717 |
|
|
2018
Q1 | $826K | Buy |
36,050
+215
| +0.6% | +$5.02K | ﹤0.01% | 2007 |
|
|
2017
Q4 | $801K | Buy |
35,835
+1,680
| +5% | +$37.8K | ﹤0.01% | 2057 |
|
|
2017
Q3 | $774K | Sell |
34,155
-41
| -0.1% | -$857 | ﹤0.01% | 2086 |
|
|
2017
Q2 | $744K | Sell |
34,196
-3,472
| -9% | -$73.4K | ﹤0.01% | 2117 |
|
|
2017
Q1 | $780K | Buy |
37,668
+33,620
| +831% | +$710K | ﹤0.01% | 1943 |
|
|
2016
Q4 | $77K | Buy |
4,048
+1,829
| +82% | +$33.7K | ﹤0.01% | 2954 |
|
|
2016
Q3 | $37K | Hold |
2,219
| – | – | ﹤0.01% | 3145 |
|
|
2016
Q2 | $32K | Buy |
+2,219
| New | +$32.7K | ﹤0.01% | 3204 |
|
|
2015
Q1 | – | Sell |
-9,896
| Closed | -$129K | – | 4077 |
|
|
2014
Q4 | $129K | Buy |
9,896
+328
| +3% | +$3.99K | ﹤0.01% | 2656 |
|
|
2014
Q3 | $114K | Sell |
9,568
-135
| -1% | -$1.67K | ﹤0.01% | 2763 |
|
|
2014
Q2 | $125K | Buy |
9,703
+264
| +3% | +$3.41K | ﹤0.01% | 2716 |
|
|
2014
Q1 | $123K | Sell |
9,439
-55
| -0.6% | -$713 | ﹤0.01% | 2704 |
|
|
2013
Q4 | $114K | Buy |
9,494
+3,855
| +68% | +$41.4K | ﹤0.01% | 2489 |
|
|
2013
Q3 | $56K | Buy |
+5,639
| New | +$47.7K | ﹤0.01% | 2766 |
|
Other funds holding IBCP
FCM
Bank of Montreal's IBCP Position: Q3 2023 in Review
Bank of Montreal sold out of Independent Bank Corp (IBCP) in Q3 2023, closing a stake of 78,601 shares — an estimated $1.45M sold.
Bank of Montreal first reported a position in IBCP in Q3 2013 and held it in 29 quarters. The position peaked at $9.48M in Q2 2021. 114 funds tracked by Wall St. Rank hold IBCP as of Q3 2023.
- Bank of Montreal reported no remaining Independent Bank Corp position as of Q3 2023 after selling out during the quarter.
- Bank of Montreal sold 78,601 Independent Bank Corp shares in Q3 2023, an estimated $1.45M.
- Bank of Montreal first reported a position in Independent Bank Corp in Q3 2013 and held it in 29 quarters.
- Bank of Montreal's Independent Bank Corp position peaked at $9.48M in Q2 2021.
- 114 funds tracked by Wall St. Rank held Independent Bank Corp as of Q3 2023.
Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.