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Denali Advisors’s Independent Bank Corp IBCP Stock Holding History

Denali Advisors’s Portfolio IBCP Stock Details IBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,700
Closed -$221K – 312
2024
Q1 		$221K Buy
8,700
+3,400
+64% +$84.6K 0.06% 216
2023
Q4 		$138K Buy
+5,300
New +$113K 0.04% 258
2023
Q1 		– Sell
-1,500
Closed -$35.9K – 464
2022
Q4 		$35.9K Buy
+1,500
New +$34.2K 0.02% 263
2021
Q2 		– Sell
-2,910
Closed -$69K – 319
2021
Q1 		$69K Hold
2,910
– – 0.02% 214
2020
Q4 		$54K Hold
2,910
– – 0.01% 288
2020
Q3 		$37K Buy
+2,910
New +$40.7K 0.01% 310
2014
Q3 		– Sell
-100
Closed -$1K – 249
2014
Q2 		$1K Hold
100
– – ﹤0.01% 240
2014
Q1 		$1K Hold
100
– – ﹤0.01% 243
2013
Q4 		$1K Buy
+100
New +$1.07K ﹤0.01% 231

Other funds holding IBCP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Denali Advisors's IBCP Position: Q2 2024 in Review

Denali Advisors sold out of Independent Bank Corp (IBCP) in Q2 2024, closing a stake of 8,700 shares — an estimated $221K sold.

Denali Advisors first reported a position in IBCP in Q4 2013 and held it in 9 quarters. The position peaked at $221K in Q1 2024. 141 funds tracked by Wall St. Rank hold IBCP as of Q2 2024.

  • Denali Advisors reported no remaining Independent Bank Corp position as of Q2 2024 after selling out during the quarter.
  • Denali Advisors sold 8,700 Independent Bank Corp shares in Q2 2024, an estimated $221K.
  • Denali Advisors first reported a position in Independent Bank Corp in Q4 2013 and held it in 9 quarters.
  • Denali Advisors's Independent Bank Corp position peaked at $221K in Q1 2024.
  • 141 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2024.

Based on Denali Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.