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Champlain Investment Partners’s Independent Bank INDB Stock Holding History

Champlain Investment Partners’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 		– Sell
-629,155
Closed -$41.4M – 129
2023
Q4 		$41.4M Sell
629,155
-53,540
-8% -$2.95M 0.25% 116
2023
Q3 		$33.5M Buy
682,695
+4,080
+0.6% +$217K 0.22% 119
2023
Q2 		$30.2M Sell
678,615
-16,035
-2% -$832K 0.19% 117
2023
Q1 		$45.6M Sell
694,650
-494,950
-42% -$37.9M 0.29% 112
2022
Q4 		$100M Sell
1,189,600
-35,520
-3% -$3.01M 0.64% 69
2022
Q3 		$91.3M Sell
1,225,120
-14,635
-1% -$1.18M 0.62% 70
2022
Q2 		$98.5M Sell
1,239,755
-222,655
-15% -$17.7M 0.64% 66
2022
Q1 		$119M Sell
1,462,410
-79,695
-5% -$6.73M 0.62% 75
2021
Q4 		$126M Buy
1,542,105
+3,507
+0.2% +$291K 0.57% 81
2021
Q3 		$117M Buy
1,538,598
+21,840
+1% +$1.6M 0.56% 81
2021
Q2 		$115M Buy
1,516,758
+223,220
+17% +$17.9M 0.54% 85
2021
Q1 		$109M Buy
1,293,538
+23,805
+2% +$1.99M 0.57% 80
2020
Q4 		$92.7M Buy
1,269,733
+31,965
+3% +$2.08M 0.53% 79
2020
Q3 		$64.8M Buy
1,237,768
+14,575
+1% +$906K 0.44% 79
2020
Q2 		$82.1M Sell
1,223,193
-30,847
-2% -$2.07M 0.59% 67
2020
Q1 		$80.7M Buy
1,254,040
+31,440
+3% +$2.25M 0.73% 57
2019
Q4 		$102M Buy
1,222,600
+112,195
+10% +$9.17M 0.74% 59
2019
Q3 		$82.9M Buy
1,110,405
+74,240
+7% +$5.38M 0.68% 65
2019
Q2 		$78.9M Buy
1,036,165
+78,935
+8% +$6.15M 0.66% 68
2019
Q1 		$77.5M Buy
957,230
+114,280
+14% +$9.06M 0.68% 67
2018
Q4 		$59.3M Buy
842,950
+86,375
+11% +$6.7M 0.6% 74
2018
Q3 		$62.5M Buy
756,575
+95,920
+15% +$8.37M 0.55% 82
2018
Q2 		$51.8M Sell
660,655
-20,645
-3% -$1.58M 0.5% 86
2018
Q1 		$48.7M Buy
681,300
+17,135
+3% +$1.23M 0.53% 84
2017
Q4 		$46.4M Buy
664,165
+15,115
+2% +$1.08M 0.52% 83
2017
Q3 		$48.5M Buy
649,050
+4,764
+0.7% +$332K 0.57% 77
2017
Q2 		$42.9M Buy
644,286
+27,896
+5% +$1.78M 0.52% 79
2017
Q1 		$40.1M Buy
616,390
+35,905
+6% +$2.32M 0.53% 83
2016
Q4 		$40.9M Sell
580,485
-38,925
-6% -$2.39M 0.57% 84
2016
Q3 		$33.5M Sell
619,410
-15,130
-2% -$771K 0.51% 88
2016
Q2 		$29M Buy
634,540
+31,645
+5% +$1.48M 0.5% 86
2016
Q1 		$27.7M Sell
602,895
-76,200
-11% -$3.4M 0.5% 87
2015
Q4 		$31.6M Sell
679,095
-42,717
-6% -$2.05M 0.54% 83
2015
Q3 		$33.3M Sell
721,812
-4,048
-0.6% -$189K 0.58% 77
2015
Q2 		$34M Buy
725,860
+86,465
+14% +$3.85M 0.54% 88
2015
Q1 		$28.1M Buy
639,395
+51,370
+9% +$2.11M 0.48% 92
2014
Q4 		$25.2M Buy
588,025
+17,075
+3% +$675K 0.4% 99
2014
Q3 		$20.4M Buy
570,950
+72,405
+15% +$2.67M 0.35% 107
2014
Q2 		$19.1M Buy
498,545
+6,060
+1% +$227K 0.31% 115
2014
Q1 		$19.4M Buy
492,485
+6,085
+1% +$228K 0.33% 113
2013
Q4 		$19M Sell
486,400
-7,140
-1% -$262K 0.34% 110
2013
Q3 		$17.6M Sell
493,540
-500
-0.1% -$18.2K 0.33% 106
2013
Q2 		$17M Buy
+494,040
New +$15.9M 0.34% 111

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Champlain Investment Partners's INDB Position: Q1 2024 in Review

Champlain Investment Partners sold out of Independent Bank (INDB) in Q1 2024, closing a stake of 629,155 shares — an estimated $41.4M sold.

Champlain Investment Partners first reported a position in INDB in Q2 2013 and held it in 43 quarters. The position peaked at $126M in Q4 2021. 275 funds tracked by Wall St. Rank hold INDB as of Q1 2024.

  • Champlain Investment Partners reported no remaining Independent Bank position as of Q1 2024 after selling out during the quarter.
  • Champlain Investment Partners sold 629,155 Independent Bank shares in Q1 2024, an estimated $41.4M.
  • Champlain Investment Partners first reported a position in Independent Bank in Q2 2013 and held it in 43 quarters.
  • Champlain Investment Partners's Independent Bank position peaked at $126M in Q4 2021.
  • 275 funds tracked by Wall St. Rank held Independent Bank as of Q1 2024.

Based on Champlain Investment Partners's 13F filing for Q1 2024, filed 13 May 2024.