EC
INDB icon

Elequin Capital’s Independent Bank INDB Stock Holding History

Elequin Capital’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
Q4 		– Sell
-8,311
Closed -$408K – 432
2023
Q3 		$408K Sell
8,311
-9,370
-53% -$499K 0.08% 69
2023
Q2 		$787K Buy
+17,681
New +$917K 0.4% 31

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
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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Elequin Capital's INDB Position: Q4 2023 in Review

Elequin Capital sold out of Independent Bank (INDB) in Q4 2023, closing a stake of 8,311 shares — an estimated $408K sold.

Elequin Capital first reported a position in INDB in Q2 2023 and held it in 2 quarters. The position peaked at $787K in Q2 2023. 259 funds tracked by Wall St. Rank hold INDB as of Q4 2023.

  • Elequin Capital reported no remaining Independent Bank position as of Q4 2023 after selling out during the quarter.
  • Elequin Capital sold 8,311 Independent Bank shares in Q4 2023, an estimated $408K.
  • Elequin Capital first reported a position in Independent Bank in Q2 2023 and held it in 2 quarters.
  • Elequin Capital's Independent Bank position peaked at $787K in Q2 2023.
  • 259 funds tracked by Wall St. Rank held Independent Bank as of Q4 2023.

Based on Elequin Capital's 13F filing for Q4 2023, filed 14 Feb 2024.