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BHZ Capital Management’s Independent Bank INDB Stock Holding History

BHZ Capital Management’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
2022
Q4 		– Sell
-91,225
Closed -$1.74M – 128
2022
Q3 		$1.74M Hold
91,225
– – 0.73% 40
2022
Q2 		$1.76M Buy
91,225
+18,800
+26% +$1.49M 0.71% 38
2022
Q1 		$1.59M Buy
72,425
+57,159
+374% +$4.83M 0.54% 57
2021
Q4 		$364K Buy
15,266
+4,517
+42% +$375K 0.12% 108
2021
Q3 		$231K Buy
+10,749
New +$788K 0.08% 129

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BHZ Capital Management's INDB Position: Q4 2022 in Review

BHZ Capital Management sold out of Independent Bank (INDB) in Q4 2022, closing a stake of 91,225 shares — an estimated $1.74M sold.

BHZ Capital Management first reported a position in INDB in Q3 2021 and held it in 5 quarters. The position peaked at $1.76M in Q2 2022. 273 funds tracked by Wall St. Rank hold INDB as of Q4 2022.

  • BHZ Capital Management reported no remaining Independent Bank position as of Q4 2022 after selling out during the quarter.
  • BHZ Capital Management sold 91,225 Independent Bank shares in Q4 2022, an estimated $1.74M.
  • BHZ Capital Management first reported a position in Independent Bank in Q3 2021 and held it in 5 quarters.
  • BHZ Capital Management's Independent Bank position peaked at $1.76M in Q2 2022.
  • 273 funds tracked by Wall St. Rank held Independent Bank as of Q4 2022.

Based on BHZ Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.