Eaton Vance Management’s Independent Bank INDB Stock Holding History

Eaton Vance Management’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 Q3	$45.6M	Buy	612,510 +21,617	+4%	+$1.75M	0.07%	282
2022 Q2	$46.9M	Sell	590,893 -7,503	-1%	-$596K	0.07%	280
2022 Q1	$48.9M	Buy	598,396 +35,974	+6%	+$3.04M	0.06%	313
2021 Q4	$45.9M	Buy	562,422 +18,328	+3%	+$1.52M	0.06%	317
2021 Q3	$41.4M	Buy	544,094 +28,509	+6%	+$2.09M	0.06%	295
2021 Q2	$38.9M	Buy	515,585 +63,387	+14%	+$5.1M	0.05%	332
2021 Q1	$38.1M	Buy	452,198 +40,280	+10%	+$3.37M	0.06%	315
2020 Q4	$30.1M	Buy	411,918 +151,139	+58%	+$9.81M	0.05%	346
2020 Q3	$13.7M	Buy	260,779 +117,977	+83%	+$7.34M	0.03%	432
2020 Q2	$9.58M	Sell	142,802 -23,196	-14%	-$1.56M	0.02%	461
2020 Q1	$10.7M	Buy	165,998 +33,937	+26%	+$2.42M	0.03%	396
2019 Q4	$11M	Buy	+132,061	New	+$10.8M	0.02%	432

Other funds holding INDB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eaton Vance Management's INDB Position: Q3 2022 in Review

Eaton Vance Management increased its Independent Bank (INDB) stake by 3.7% in Q3 2022, buying an estimated $1.75M and bringing the position to 612,510 shares worth $45.6M. The position accounts for 0.07% of the portfolio, ranked #282.

Eaton Vance Management first reported a position in INDB in Q4 2019 and has held it in 12 quarters since. The position peaked at $48.9M in Q1 2022. 258 funds tracked by Wall St. Rank hold INDB as of Q3 2022.

Eaton Vance Management held 612,510 shares of Independent Bank worth $45.6M as of Q3 2022.
Eaton Vance Management bought 21,617 Independent Bank shares in Q3 2022, an estimated $1.75M.
Independent Bank made up 0.07% of Eaton Vance Management's portfolio in Q3 2022, its #282 holding.
Eaton Vance Management first reported a position in Independent Bank in Q4 2019 and has held it in 12 quarters since.
Eaton Vance Management's Independent Bank position peaked at $48.9M in Q1 2022.
258 funds tracked by Wall St. Rank held Independent Bank as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.