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Evergreen Capital Management’s Independent Bank Corp IBCP Stock Holding History

Evergreen Capital Management’s Portfolio IBCP Stock Details IBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,036
Closed -$210K – 1133
2024
Q4 		$210K Hold
6,036
– – 0.01% 965
2024
Q3 		$201K Buy
+6,036
New +$193K 0.01% 943

Other funds holding IBCP

BlackRock
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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Evergreen Capital Management's IBCP Position: Q1 2025 in Review

Evergreen Capital Management sold out of Independent Bank Corp (IBCP) in Q1 2025, closing a stake of 6,036 shares — an estimated $210K sold.

Evergreen Capital Management first reported a position in IBCP in Q3 2024 and held it in 2 quarters. The position peaked at $210K in Q4 2024. 165 funds tracked by Wall St. Rank hold IBCP as of Q1 2025.

  • Evergreen Capital Management reported no remaining Independent Bank Corp position as of Q1 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 6,036 Independent Bank Corp shares in Q1 2025, an estimated $210K.
  • Evergreen Capital Management first reported a position in Independent Bank Corp in Q3 2024 and held it in 2 quarters.
  • Evergreen Capital Management's Independent Bank Corp position peaked at $210K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2025.

Based on Evergreen Capital Management's 13F filing for Q1 2025, filed 15 May 2025.