Ethic Inc’s Independent Bank INDB Stock Holding History

Ethic Inc’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 Q1	–	Sell	-3,802	Closed	-$250K	–	1110
2023 Q4	$250K	Sell	3,802 -566	-13%	-$31.2K	0.01%	929
2023 Q3	$214K	Buy	+4,368	New	+$232K	0.01%	915

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

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

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

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

SAM

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ethic Inc's INDB Position: Q1 2024 in Review

Ethic Inc sold out of Independent Bank (INDB) in Q1 2024, closing a stake of 3,802 shares — an estimated $250K sold.

Ethic Inc first reported a position in INDB in Q3 2023 and held it in 2 quarters. The position peaked at $250K in Q4 2023. 275 funds tracked by Wall St. Rank hold INDB as of Q1 2024.

Ethic Inc reported no remaining Independent Bank position as of Q1 2024 after selling out during the quarter.
Ethic Inc sold 3,802 Independent Bank shares in Q1 2024, an estimated $250K.
Ethic Inc first reported a position in Independent Bank in Q3 2023 and held it in 2 quarters.
Ethic Inc's Independent Bank position peaked at $250K in Q4 2023.
275 funds tracked by Wall St. Rank held Independent Bank as of Q1 2024.

Based on Ethic Inc's 13F filing for Q1 2024, filed 13 May 2024.