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Brown, Lisle/Cummings’s Independent Bank INDB Stock Holding History

Brown, Lisle/Cummings’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
2024
Q3 		– Sell
-22
Closed -$1.1K – 628
2024
Q2 		$1.1K Buy
22
+1
+5% +$50 ﹤0.01% 583
2024
Q1 		$1.11K Hold
21
– – ﹤0.01% 538
2023
Q4 		$1.4K Hold
21
– – ﹤0.01% 545
2023
Q3 		$1.03K Hold
21
– – ﹤0.01% 531
2023
Q2 		$935 Buy
+21
New +$1.09K ﹤0.01% 538

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brown, Lisle/Cummings's INDB Position: Q3 2024 in Review

Brown, Lisle/Cummings sold out of Independent Bank (INDB) in Q3 2024, closing a stake of 22 shares — an estimated $1.1K sold.

Brown, Lisle/Cummings first reported a position in INDB in Q2 2023 and held it in 5 quarters. The position peaked at $1.4K in Q4 2023. 292 funds tracked by Wall St. Rank hold INDB as of Q3 2024.

  • Brown, Lisle/Cummings reported no remaining Independent Bank position as of Q3 2024 after selling out during the quarter.
  • Brown, Lisle/Cummings sold 22 Independent Bank shares in Q3 2024, an estimated $1.1K.
  • Brown, Lisle/Cummings first reported a position in Independent Bank in Q2 2023 and held it in 5 quarters.
  • Brown, Lisle/Cummings's Independent Bank position peaked at $1.4K in Q4 2023.
  • 292 funds tracked by Wall St. Rank held Independent Bank as of Q3 2024.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2024, filed 18 Oct 2024.