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Diversified Trust’s Independent Bank Corp IBCP Stock Holding History

Diversified Trust’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
2021
Q2 		– Sell
-9,000
Closed -$213K – 837
2021
Q1 		$213K Buy
+9,000
New +$191K 0.01% 670

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Diversified Trust's IBCP Position: Q2 2021 in Review

Diversified Trust sold out of Independent Bank Corp (IBCP) in Q2 2021, closing a stake of 9,000 shares — an estimated $213K sold.

Diversified Trust first reported a position in IBCP in Q1 2021 and held it in 1 quarter. The position peaked at $213K in Q1 2021. 133 funds tracked by Wall St. Rank hold IBCP as of Q2 2021.

  • Diversified Trust reported no remaining Independent Bank Corp position as of Q2 2021 after selling out during the quarter.
  • Diversified Trust sold 9,000 Independent Bank Corp shares in Q2 2021, an estimated $213K.
  • Diversified Trust first reported a position in Independent Bank Corp in Q1 2021 and held it in 1 quarter.
  • Diversified Trust's Independent Bank Corp position peaked at $213K in Q1 2021.
  • 133 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2021.

Based on Diversified Trust's 13F filing for Q2 2021, filed 20 Jul 2021.