ECM
INDB icon

Evergreen Capital Management’s Independent Bank INDB Stock Holding History

Evergreen 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
2020
Q1 		– Sell
-2,514
Closed -$209K – 440
2019
Q4 		$209K Buy
+2,514
New +$205K 0.02% 430
2019
Q2 		– Sell
-2,625
Closed -$213K – 454
2019
Q1 		$213K Buy
+2,625
New +$208K 0.02% 347

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evergreen Capital Management's INDB Position: Q1 2020 in Review

Evergreen Capital Management sold out of Independent Bank (INDB) in Q1 2020, closing a stake of 2,514 shares — an estimated $209K sold.

Evergreen Capital Management first reported a position in INDB in Q1 2019 and held it in 2 quarters. The position peaked at $213K in Q1 2019. 190 funds tracked by Wall St. Rank hold INDB as of Q1 2020.

  • Evergreen Capital Management reported no remaining Independent Bank position as of Q1 2020 after selling out during the quarter.
  • Evergreen Capital Management sold 2,514 Independent Bank shares in Q1 2020, an estimated $209K.
  • Evergreen Capital Management first reported a position in Independent Bank in Q1 2019 and held it in 2 quarters.
  • Evergreen Capital Management's Independent Bank position peaked at $213K in Q1 2019.
  • 190 funds tracked by Wall St. Rank held Independent Bank as of Q1 2020.

Based on Evergreen Capital Management's 13F filing for Q1 2020, filed 15 May 2020.