DT
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Diversified Trust’s Independent Bank INDB Stock Holding History

Diversified Trust’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
2024
Q2 		– Sell
-5,706
Closed -$297K – 909
2024
Q1 		$297K Sell
5,706
-4,410
-44% -$244K 0.01% 654
2023
Q4 		$666K Buy
10,116
+345
+4% +$19K 0.02% 411
2023
Q3 		$480K Buy
+9,771
New +$520K 0.02% 478
2023
Q2 		– Sell
-11,226
Closed -$737K – 865
2023
Q1 		$737K Sell
11,226
-2,581
-19% -$197K 0.03% 335
2022
Q4 		$1.17M Buy
13,807
+6,352
+85% +$539K 0.05% 203
2022
Q3 		$556K Sell
7,455
-350
-4% -$28.3K 0.03% 353
2022
Q2 		$620K Sell
7,805
-770
-9% -$61.2K 0.03% 333
2022
Q1 		$700K Buy
8,575
+675
+9% +$57K 0.02% 345
2021
Q4 		$644K Hold
7,900
– – 0.02% 367
2021
Q3 		$602K Buy
7,900
+900
+13% +$65.9K 0.02% 345
2021
Q2 		$529K Buy
7,000
+1,000
+17% +$80.4K 0.02% 381
2021
Q1 		$505K Hold
6,000
– – 0.02% 368
2020
Q4 		$438K Hold
6,000
– – 0.02% 388
2020
Q3 		$314K Hold
6,000
– – 0.01% 429
2020
Q2 		$403K Buy
6,000
+150
+3% +$10.1K 0.02% 308
2020
Q1 		$377K Buy
5,850
+600
+11% +$42.9K 0.02% 260
2019
Q4 		$437K Buy
5,250
+600
+13% +$49K 0.02% 269
2019
Q3 		$347K Hold
4,650
– – 0.02% 248
2019
Q2 		$354K Buy
4,650
+1,025
+28% +$79.8K 0.02% 258
2019
Q1 		$294K Buy
3,625
+400
+12% +$31.7K 0.01% 273
2018
Q4 		$227K Buy
3,225
+780
+32% +$60.5K 0.01% 302
2018
Q3 		$202K Buy
+2,445
New +$213K 0.01% 309
2013
Q4 		$212K Buy
+5,425
New +$199K 0.02% 439

Other funds holding INDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Diversified Trust's INDB Position: Q2 2024 in Review

Diversified Trust sold out of Independent Bank (INDB) in Q2 2024, closing a stake of 5,706 shares — an estimated $297K sold.

Diversified Trust first reported a position in INDB in Q4 2013 and held it in 23 quarters. The position peaked at $1.17M in Q4 2022. 281 funds tracked by Wall St. Rank hold INDB as of Q2 2024.

  • Diversified Trust reported no remaining Independent Bank position as of Q2 2024 after selling out during the quarter.
  • Diversified Trust sold 5,706 Independent Bank shares in Q2 2024, an estimated $297K.
  • Diversified Trust first reported a position in Independent Bank in Q4 2013 and held it in 23 quarters.
  • Diversified Trust's Independent Bank position peaked at $1.17M in Q4 2022.
  • 281 funds tracked by Wall St. Rank held Independent Bank as of Q2 2024.

Based on Diversified Trust's 13F filing for Q2 2024, filed 16 Jul 2024.