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Colony Group’s Independent Bank INDB Stock Holding History

Colony Group’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
2023
Q3 		$351K Buy
7,156
+6
+0.1% +$319 0.01% 614
2023
Q2 		$318K Buy
7,150
+13
+0.2% +$675 ﹤0.01% 652
2023
Q1 		$468K Sell
7,137
-1,000
-12% -$76.5K 0.01% 572
2022
Q4 		$687K Hold
8,137
– – 0.01% 566
2022
Q3 		$606K Hold
8,137
– – 0.01% 541
2022
Q2 		$646K Hold
8,137
– – 0.01% 546
2022
Q1 		$665K Hold
8,137
– – 0.01% 564
2021
Q4 		$663K Buy
+8,137
New +$676K 0.01% 531

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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Colony Group's INDB Position: Q3 2023 in Review

Colony Group increased its Independent Bank (INDB) stake by 0.08% in Q3 2023, buying an estimated $319 and bringing the position to 7,156 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #614.

Colony Group first reported a position in INDB in Q4 2021 and has held it in 8 quarters since. The position peaked at $687K in Q4 2022. 255 funds tracked by Wall St. Rank hold INDB as of Q3 2023.

  • Colony Group held 7,156 shares of Independent Bank worth $351K as of Q3 2023.
  • Colony Group bought 6 Independent Bank shares in Q3 2023, an estimated $319.
  • Independent Bank made up 0.01% of Colony Group's portfolio in Q3 2023, its #614 holding.
  • Colony Group first reported a position in Independent Bank in Q4 2021 and has held it in 8 quarters since.
  • Colony Group's Independent Bank position peaked at $687K in Q4 2022.
  • 255 funds tracked by Wall St. Rank held Independent Bank as of Q3 2023.

Based on Colony Group's 13F filing for Q3 2023, filed 14 Nov 2023.