DBG
INDB icon

De Burlo Group’s Independent Bank INDB Stock Holding History

De Burlo 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
2022
Q4 		– Sell
-461
Closed -$34.4K – 136
2022
Q3 		$34.4K Buy
+461
New +$37.3K 0.01% 112
2022
Q2 		– Sell
-461
Closed -$37.7K – 147
2022
Q1 		$37.7K Buy
+461
New +$38.9K 0.01% 113

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

De Burlo Group's INDB Position: Q4 2022 in Review

De Burlo Group sold out of Independent Bank (INDB) in Q4 2022, closing a stake of 461 shares — an estimated $34.4K sold.

De Burlo Group first reported a position in INDB in Q1 2022 and held it in 2 quarters. The position peaked at $37.7K in Q1 2022. 273 funds tracked by Wall St. Rank hold INDB as of Q4 2022.

  • De Burlo Group reported no remaining Independent Bank position as of Q4 2022 after selling out during the quarter.
  • De Burlo Group sold 461 Independent Bank shares in Q4 2022, an estimated $34.4K.
  • De Burlo Group first reported a position in Independent Bank in Q1 2022 and held it in 2 quarters.
  • De Burlo Group's Independent Bank position peaked at $37.7K in Q1 2022.
  • 273 funds tracked by Wall St. Rank held Independent Bank as of Q4 2022.

Based on De Burlo Group's 13F filing for Q4 2022, filed 14 Feb 2023.