CGH
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Crossmark Global Holdings’s Independent Bank INDB Stock Holding History

Crossmark Global Holdings’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 		– Sell
-3,415
Closed -$205K – 1291
2023
Q2 		$205K Sell
3,415
-412
-11% -$21.4K ﹤0.01% 1246
2023
Q1 		$251K Buy
3,827
+172
+5% +$13.2K 0.01% 1124
2022
Q4 		$309K Sell
3,655
-185
-5% -$15.7K 0.01% 1000
2022
Q3 		$286K Buy
3,840
+30
+0.8% +$2.42K 0.01% 1013
2022
Q2 		$302K Sell
3,810
-430
-10% -$34.2K 0.01% 1023
2022
Q1 		$347K Buy
4,240
+50
+1% +$4.22K 0.01% 1069
2021
Q4 		$342K Buy
4,190
+1,350
+48% +$112K 0.01% 1088
2021
Q3 		$216K Sell
2,840
-70
-2% -$5.13K 0.01% 1315
2021
Q2 		$220K Sell
2,910
-30
-1% -$2.41K 0.01% 1336
2021
Q1 		$248K Buy
2,940
+40
+1% +$3.34K 0.01% 1268
2020
Q4 		$212K Buy
+2,900
New +$188K 0.01% 1285
2020
Q3 		– Sell
-3,140
Closed -$211K – 1352
2020
Q2 		$211K Sell
3,140
-110
-3% -$7.4K 0.01% 1211
2020
Q1 		$209K Buy
3,250
+10
+0.3% +$714 0.01% 1035
2019
Q4 		$270K Sell
3,240
-1,530
-32% -$125K 0.01% 1173
2019
Q3 		$356K Sell
4,770
-270
-5% -$19.6K 0.01% 955
2019
Q2 		$384K Buy
5,040
+24
+0.5% +$1.87K 0.01% 956
2019
Q1 		$406K Sell
5,016
-10
-0.2% -$792 0.01% 946
2018
Q4 		$353K Buy
5,026
+410
+9% +$31.8K 0.01% 968
2018
Q3 		$381K Sell
4,616
-160
-3% -$14K 0.01% 1152
2018
Q2 		$374K Buy
4,776
+210
+5% +$16K 0.01% 1147
2018
Q1 		$327K Sell
4,566
-936
-17% -$67.3K 0.01% 1209
2017
Q4 		$384K Sell
5,502
-64
-1% -$4.58K 0.01% 1194
2017
Q3 		$416K Buy
+5,566
New +$387K 0.01% 1088
2016
Q3 		$416K Buy
+5,566
New +$283K 0.01% 1088

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

Crossmark Global Holdings's INDB Position: Q3 2023 in Review

Crossmark Global Holdings sold out of Independent Bank (INDB) in Q3 2023, closing a stake of 3,415 shares — an estimated $205K sold.

Crossmark Global Holdings first reported a position in INDB in Q3 2016 and held it in 24 quarters. The position peaked at $416K in Q3 2017. 255 funds tracked by Wall St. Rank hold INDB as of Q3 2023.

  • Crossmark Global Holdings reported no remaining Independent Bank position as of Q3 2023 after selling out during the quarter.
  • Crossmark Global Holdings sold 3,415 Independent Bank shares in Q3 2023, an estimated $205K.
  • Crossmark Global Holdings first reported a position in Independent Bank in Q3 2016 and held it in 24 quarters.
  • Crossmark Global Holdings's Independent Bank position peaked at $416K in Q3 2017.
  • 255 funds tracked by Wall St. Rank held Independent Bank as of Q3 2023.

Based on Crossmark Global Holdings's 13F filing for Q3 2023, filed 8 Nov 2023.