Everence Capital Management’s Independent Bank INDB Stock Holding History

Everence Capital 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
2024 Q3	–	Sell	-4,640	Closed	-$233K	–	785
2024 Q2	$233K	Hold	4,640	–	–	0.02%	631
2024 Q1	$241K	Hold	4,640	–	–	0.02%	651
2023 Q4	$305K	Buy	+4,640	New	+$256K	0.02%	557
2023 Q3	–	Sell	-6,760	Closed	-$298K	–	763
2023 Q2	$298K	Hold	6,760	–	–	0.02%	525
2023 Q1	$444K	Sell	6,760 -140	-2%	-$10.7K	0.04%	400
2022 Q4	$583K	Hold	6,900	–	–	0.05%	325
2022 Q3	$514K	Hold	6,900	–	–	0.05%	338
2022 Q2	$548K	Buy	6,900 +1,320	+24%	+$105K	0.05%	307
2022 Q1	$456K	Sell	5,580 -1,510	-21%	-$127K	0.03%	433
2021 Q4	$578K	Buy	7,090 +1,510	+27%	+$125K	0.04%	361
2021 Q3	$425K	Hold	5,580	–	–	0.03%	448
2021 Q2	$421K	Hold	5,580	–	–	0.03%	442
2021 Q1	$470K	Hold	5,580	–	–	0.04%	394
2020 Q4	$408K	Hold	5,580	–	–	0.04%	405
2020 Q3	$292K	Hold	5,580	–	–	0.03%	469
2020 Q2	$388K	Hold	5,580	–	–	0.05%	379
2020 Q1	$359K	Buy	5,580 +480	+9%	+$34.3K	0.05%	334
2019 Q4	$425K	Hold	5,100	–	–	0.06%	343
2019 Q3	$381K	Hold	5,100	–	–	0.06%	348
2019 Q2	$388K	Buy	5,100 +1,370	+37%	+$107K	0.06%	341
2019 Q1	$302K	Buy	+3,730	New	+$296K	0.05%	407

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SAM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Everence Capital Management's INDB Position: Q3 2024 in Review

Everence Capital Management sold out of Independent Bank (INDB) in Q3 2024, closing a stake of 4,640 shares — an estimated $233K sold.

Everence Capital Management first reported a position in INDB in Q1 2019 and held it in 21 quarters. The position peaked at $583K in Q4 2022. 293 funds tracked by Wall St. Rank hold INDB as of Q3 2024.

Everence Capital Management reported no remaining Independent Bank position as of Q3 2024 after selling out during the quarter.
Everence Capital Management sold 4,640 Independent Bank shares in Q3 2024, an estimated $233K.
Everence Capital Management first reported a position in Independent Bank in Q1 2019 and held it in 21 quarters.
Everence Capital Management's Independent Bank position peaked at $583K in Q4 2022.
293 funds tracked by Wall St. Rank held Independent Bank as of Q3 2024.

Based on Everence Capital Management's 13F filing for Q3 2024, filed 21 Oct 2024.