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Cox Capital Management’s Independent Bank INDB Stock Holding History

Cox Capital Management’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
Q2 		– Sell
-4,684
Closed -$307K – 73
2023
Q1 		$307K Sell
4,684
-600
-11% -$45.9K 0.22% 70
2022
Q4 		$446K Hold
5,284
– – 0.29% 73
2022
Q3 		$394K Buy
+5,284
New +$427K 0.29% 65

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
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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Cox Capital Management's INDB Position: Q2 2023 in Review

Cox Capital Management sold out of Independent Bank (INDB) in Q2 2023, closing a stake of 4,684 shares — an estimated $307K sold.

Cox Capital Management first reported a position in INDB in Q3 2022 and held it in 3 quarters. The position peaked at $446K in Q4 2022. 249 funds tracked by Wall St. Rank hold INDB as of Q2 2023.

  • Cox Capital Management reported no remaining Independent Bank position as of Q2 2023 after selling out during the quarter.
  • Cox Capital Management sold 4,684 Independent Bank shares in Q2 2023, an estimated $307K.
  • Cox Capital Management first reported a position in Independent Bank in Q3 2022 and held it in 3 quarters.
  • Cox Capital Management's Independent Bank position peaked at $446K in Q4 2022.
  • 249 funds tracked by Wall St. Rank held Independent Bank as of Q2 2023.

Based on Cox Capital Management's 13F filing for Q2 2023, filed 10 Jul 2023.