EIM
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Essex Investment Management’s Independent Bank INDB Stock Holding History

Essex Investment 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
2021
Q3 		– Sell
-13,400
Closed -$1.01M – 426
2021
Q2 		$1.01M Hold
13,400
– – 0.12% 227
2021
Q1 		$1.13M Buy
+13,400
New +$1.12M 0.14% 222

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Essex Investment Management's INDB Position: Q3 2021 in Review

Essex Investment Management sold out of Independent Bank (INDB) in Q3 2021, closing a stake of 13,400 shares — an estimated $1.01M sold.

Essex Investment Management first reported a position in INDB in Q1 2021 and held it in 2 quarters. The position peaked at $1.13M in Q1 2021. 206 funds tracked by Wall St. Rank hold INDB as of Q3 2021.

  • Essex Investment Management reported no remaining Independent Bank position as of Q3 2021 after selling out during the quarter.
  • Essex Investment Management sold 13,400 Independent Bank shares in Q3 2021, an estimated $1.01M.
  • Essex Investment Management first reported a position in Independent Bank in Q1 2021 and held it in 2 quarters.
  • Essex Investment Management's Independent Bank position peaked at $1.13M in Q1 2021.
  • 206 funds tracked by Wall St. Rank held Independent Bank as of Q3 2021.

Based on Essex Investment Management's 13F filing for Q3 2021, filed 9 Nov 2021.