EntryPoint Capital’s Independent Bank INDB Stock Holding History

EntryPoint 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
2024 Q4	–	Sell	-5,456	Closed	-$323K	–	842
2024 Q3	$323K	Buy	5,456 +372	+7%	+$21.9K	0.18%	218
2024 Q2	$258K	Buy	5,084 +4,189	+468%	+$210K	0.12%	265
2024 Q1	$46.6K	Buy	+895	New	+$49.5K	0.04%	801

Other funds holding INDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

EntryPoint Capital's INDB Position: Q4 2024 in Review

EntryPoint Capital sold out of Independent Bank (INDB) in Q4 2024, closing a stake of 5,456 shares — an estimated $323K sold.

EntryPoint Capital first reported a position in INDB in Q1 2024 and held it in 3 quarters. The position peaked at $323K in Q3 2024. 287 funds tracked by Wall St. Rank hold INDB as of Q4 2024.

EntryPoint Capital reported no remaining Independent Bank position as of Q4 2024 after selling out during the quarter.
EntryPoint Capital sold 5,456 Independent Bank shares in Q4 2024, an estimated $323K.
EntryPoint Capital first reported a position in Independent Bank in Q1 2024 and held it in 3 quarters.
EntryPoint Capital's Independent Bank position peaked at $323K in Q3 2024.
287 funds tracked by Wall St. Rank held Independent Bank as of Q4 2024.

Based on EntryPoint Capital's 13F filing for Q4 2024, filed 11 Feb 2025.