Cambridge Trust’s Independent Bank INDB Stock Holding History

Cambridge Trust’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 Q1	$939K	Buy	18,048 +3,048	+20%	+$169K	0.04%	145
2023 Q4	$987K	Hold	15,000	–	–	0.04%	144
2023 Q3	$736K	Hold	15,000	–	–	0.03%	156
2023 Q2	$668K	Hold	15,000	–	–	0.03%	164
2023 Q1	$984K	Hold	15,000	–	–	0.05%	137
2022 Q4	$1.27M	Hold	15,000	–	–	0.06%	135
2022 Q3	$1.12M	Hold	15,000	–	–	0.05%	136
2022 Q2	$1.19M	Hold	15,000	–	–	0.05%	135
2022 Q1	$1.23M	Sell	15,000 -471	-3%	-$39.8K	0.04%	150
2021 Q4	$1.26M	Buy	15,471 +471	+3%	+$39.1K	0.04%	151
2021 Q3	$1.14M	Hold	15,000	–	–	0.04%	131
2021 Q2	$1.13M	Hold	15,000	–	–	0.04%	134
2021 Q1	$1.26M	Hold	15,000	–	–	0.05%	128
2020 Q4	$1.1M	Hold	15,000	–	–	0.05%	117
2020 Q3	$786K	Hold	15,000	–	–	0.04%	126
2020 Q2	$953K	Hold	15,000	–	–	0.05%	125
2020 Q1	$966K	Sell	15,000 -240	-2%	-$17.1K	0.07%	119
2019 Q4	$1.27M	Hold	15,240	–	–	0.07%	124
2019 Q3	$1.14M	Hold	15,240	–	–	0.07%	127
2019 Q2	$1.16M	Hold	15,240	–	–	0.07%	122
2019 Q1	$1.24M	Sell	15,240 -2,000	-12%	-$158K	0.07%	122
2018 Q4	$1.21M	Hold	17,240	–	–	0.08%	121
2018 Q3	$1.42M	Hold	17,240	–	–	0.08%	111
2018 Q2	$1.35M	Hold	17,240	–	–	0.08%	110
2018 Q1	$1.23M	Hold	17,240	–	–	0.08%	119
2017 Q4	$1.2M	Hold	17,240	–	–	0.08%	122
2017 Q3	$1.29M	Hold	17,240	–	–	0.09%	113
2017 Q2	$1.15M	Sell	17,240 -3,000	-15%	-$191K	0.08%	122
2017 Q1	$1.32M	Sell	20,240 -4,250	-17%	-$274K	0.09%	123
2016 Q4	$1.73M	Hold	24,490	–	–	0.12%	105
2016 Q3	$1.32M	Sell	24,490 -2,675	-10%	-$136K	0.1%	112
2016 Q2	$1.24M	Hold	27,165	–	–	0.1%	114
2016 Q1	$1.25M	Hold	27,165	–	–	0.1%	107
2015 Q4	$1.26M	Buy	27,165 +265	+1%	+$12.7K	0.1%	103
2015 Q3	$1.24M	Buy	26,900 +900	+3%	+$42K	0.11%	103
2015 Q2	$1.22M	Hold	26,000	–	–	0.1%	107
2015 Q1	$1.14M	Hold	26,000	–	–	0.1%	114
2014 Q4	$1.11M	Hold	26,000	–	–	0.1%	111
2014 Q3	$929K	Hold	26,000	–	–	0.08%	110
2014 Q2	$998K	Hold	26,000	–	–	0.09%	108
2014 Q1	$1.02M	Hold	26,000	–	–	0.09%	106
2013 Q4	$1.02M	Hold	26,000	–	–	0.09%	104
2013 Q3	$928K	Hold	26,000	–	–	0.09%	105
2013 Q2	$897K	Buy	+26,000	New	+$836K	0.09%	104

Other funds holding INDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Trust's INDB Position: Q1 2024 in Review

Cambridge Trust increased its Independent Bank (INDB) stake by 20% in Q1 2024, buying an estimated $169K and bringing the position to 18,048 shares worth $939K. The position accounts for 0.04% of the portfolio, ranked #145.

Cambridge Trust first reported a position in INDB in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.73M in Q4 2016. 275 funds tracked by Wall St. Rank hold INDB as of Q1 2024.

Cambridge Trust held 18,048 shares of Independent Bank worth $939K as of Q1 2024.
Cambridge Trust bought 3,048 Independent Bank shares in Q1 2024, an estimated $169K.
Independent Bank made up 0.04% of Cambridge Trust's portfolio in Q1 2024, its #145 holding.
Cambridge Trust first reported a position in Independent Bank in Q2 2013 and has held it in 44 quarters since.
Cambridge Trust's Independent Bank position peaked at $1.73M in Q4 2016.
275 funds tracked by Wall St. Rank held Independent Bank as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.