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Ergoteles’s Independent Bank INDB Stock Holding History

Ergoteles’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
Q3 		– Sell
-7,067
Closed -$315K – 427
2023
Q2 		$315K Sell
7,067
-20,580
-74% -$1.07M 0.02% 756
2023
Q1 		$1.81M Buy
+27,647
New +$2.11M 0.07% 302
2022
Q4 		– Sell
-7,547
Closed -$562K – 1658
2022
Q3 		$562K Buy
7,547
+1,637
+28% +$132K 0.02% 711
2022
Q2 		$469K Buy
+5,910
New +$470K 0.01% 862
2021
Q4 		– Sell
-69,743
Closed -$5.31M – 1408
2021
Q3 		$5.31M Buy
+69,743
New +$5.11M 0.19% 138

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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Ergoteles's INDB Position: Q3 2023 in Review

Ergoteles sold out of Independent Bank (INDB) in Q3 2023, closing a stake of 7,067 shares — an estimated $315K sold.

Ergoteles first reported a position in INDB in Q3 2021 and held it in 5 quarters. The position peaked at $5.31M in Q3 2021. 255 funds tracked by Wall St. Rank hold INDB as of Q3 2023.

  • Ergoteles reported no remaining Independent Bank position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 7,067 Independent Bank shares in Q3 2023, an estimated $315K.
  • Ergoteles first reported a position in Independent Bank in Q3 2021 and held it in 5 quarters.
  • Ergoteles's Independent Bank position peaked at $5.31M in Q3 2021.
  • 255 funds tracked by Wall St. Rank held Independent Bank as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.