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BHZ Capital Management’s Independent Bank Corp IBCP Stock Holding History

BHZ Capital Management’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
2023
Q1 		– Sell
-51,572
Closed -$1.23M – 120
2022
Q4 		$1.23M Buy
+51,572
New +$1.18M 0.54% 51

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BHZ Capital Management's IBCP Position: Q1 2023 in Review

BHZ Capital Management sold out of Independent Bank Corp (IBCP) in Q1 2023, closing a stake of 51,572 shares — an estimated $1.23M sold.

BHZ Capital Management first reported a position in IBCP in Q4 2022 and held it in 1 quarter. The position peaked at $1.23M in Q4 2022. 129 funds tracked by Wall St. Rank hold IBCP as of Q1 2023.

  • BHZ Capital Management reported no remaining Independent Bank Corp position as of Q1 2023 after selling out during the quarter.
  • BHZ Capital Management sold 51,572 Independent Bank Corp shares in Q1 2023, an estimated $1.23M.
  • BHZ Capital Management first reported a position in Independent Bank Corp in Q4 2022 and held it in 1 quarter.
  • BHZ Capital Management's Independent Bank Corp position peaked at $1.23M in Q4 2022.
  • 129 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2023.

Based on BHZ Capital Management's 13F filing for Q1 2023, filed 16 May 2023.