DI
INDB icon

Disciplined Investments’s Independent Bank INDB Stock Holding History

Disciplined Investments’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
-6
Closed -$267 – 794
2023
Q2 		$267 Sell
6
-1
-14% -$52 ﹤0.01% 1428
2023
Q1 		$459 Sell
7
-2
-22% -$153 ﹤0.01% 1256
2022
Q4 		$760 Buy
9
+2
+29% +$170 ﹤0.01% 1015
2022
Q3 		$1K Sell
7
-3
-30% -$243 ﹤0.01% 949
2022
Q2 		$1K Buy
10
+3
+43% +$238 ﹤0.01% 972
2022
Q1 		$1K Buy
+7
New +$591 ﹤0.01% 1029

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

Disciplined Investments's INDB Position: Q3 2023 in Review

Disciplined Investments sold out of Independent Bank (INDB) in Q3 2023, closing a stake of 6 shares — an estimated $267 sold.

Disciplined Investments first reported a position in INDB in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 255 funds tracked by Wall St. Rank hold INDB as of Q3 2023.

  • Disciplined Investments reported no remaining Independent Bank position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 6 Independent Bank shares in Q3 2023, an estimated $267.
  • Disciplined Investments first reported a position in Independent Bank in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Independent Bank position peaked at $1K in Q3 2022.
  • 255 funds tracked by Wall St. Rank held Independent Bank as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.