Claris Advisors’s Independent Bank INDB Stock Holding History

Claris Advisors’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 Q4	–	Sell	-2	Closed	-$118	–	580
2024 Q3	$118	Buy	+2	New	+$118	﹤0.01%	1105

Other funds holding INDB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Claris Advisors's INDB Position: Q4 2024 in Review

Claris Advisors sold out of Independent Bank (INDB) in Q4 2024, closing a stake of 2 shares — an estimated $118 sold.

Claris Advisors first reported a position in INDB in Q3 2024 and held it in 1 quarter. The position peaked at $118 in Q3 2024. 286 funds tracked by Wall St. Rank hold INDB as of Q4 2024.

Claris Advisors reported no remaining Independent Bank position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 Independent Bank shares in Q4 2024, an estimated $118.
Claris Advisors first reported a position in Independent Bank in Q3 2024 and held it in 1 quarter.
Claris Advisors's Independent Bank position peaked at $118 in Q3 2024.
286 funds tracked by Wall St. Rank held Independent Bank as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.