FT
INDB icon

Fiduciary Trust’s Independent Bank INDB Stock Holding History

Fiduciary Trust’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
2023
Q2 		– Sell
-3,555
Closed -$233K – 632
2023
Q1 		$233K Hold
3,555
– – ﹤0.01% 579
2022
Q4 		$300K Hold
3,555
– – 0.01% 536
2022
Q3 		$265K Sell
3,555
-596
-14% -$48.2K 0.01% 547
2022
Q2 		$330K Sell
4,151
-175
-4% -$13.9K 0.01% 525
2022
Q1 		$353K Sell
4,326
-1,019
-19% -$86K 0.01% 534
2021
Q4 		$436K Sell
5,345
-1,955
-27% -$162K 0.01% 493
2021
Q3 		$556K Buy
7,300
+75
+1% +$5.5K 0.01% 454
2021
Q2 		$545K Hold
7,225
– – 0.01% 450
2021
Q1 		$608K Sell
7,225
-1,525
-17% -$127K 0.01% 418
2020
Q4 		$639K Sell
8,750
-830
-9% -$53.9K 0.01% 389
2020
Q3 		$502K Sell
9,580
-200
-2% -$12.4K 0.01% 395
2020
Q2 		$656K Hold
9,780
– – 0.02% 342
2020
Q1 		$630K Sell
9,780
-75
-0.8% -$5.36K 0.02% 316
2019
Q4 		$820K Buy
9,855
+400
+4% +$32.7K 0.02% 309
2019
Q3 		$706K Hold
9,455
– – 0.02% 323
2019
Q2 		$720K Buy
9,455
+700
+8% +$54.5K 0.02% 302
2019
Q1 		$709K Sell
8,755
-4,000
-31% -$317K 0.02% 299
2018
Q4 		$897K Hold
12,755
– – 0.03% 245
2018
Q3 		$1.05M Hold
12,755
– – 0.03% 246
2018
Q2 		$1M Buy
12,755
+9,068
+246% +$692K 0.03% 251
2018
Q1 		$264K Hold
3,687
– – 0.01% 405
2017
Q4 		$258K Sell
3,687
-1,180
-24% -$84.5K 0.01% 388
2017
Q3 		$363K Buy
4,867
+1,180
+32% +$82.1K 0.01% 351
2017
Q2 		$246K Hold
3,687
– – 0.01% 412
2017
Q1 		$240K Hold
3,687
– – 0.01% 408
2016
Q4 		$260K Buy
+3,687
New +$226K 0.01% 406

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fiduciary Trust's INDB Position: Q2 2023 in Review

Fiduciary Trust sold out of Independent Bank (INDB) in Q2 2023, closing a stake of 3,555 shares — an estimated $233K sold.

Fiduciary Trust first reported a position in INDB in Q4 2016 and held it in 26 quarters. The position peaked at $1.05M in Q3 2018. 249 funds tracked by Wall St. Rank hold INDB as of Q2 2023.

  • Fiduciary Trust reported no remaining Independent Bank position as of Q2 2023 after selling out during the quarter.
  • Fiduciary Trust sold 3,555 Independent Bank shares in Q2 2023, an estimated $233K.
  • Fiduciary Trust first reported a position in Independent Bank in Q4 2016 and held it in 26 quarters.
  • Fiduciary Trust's Independent Bank position peaked at $1.05M in Q3 2018.
  • 249 funds tracked by Wall St. Rank held Independent Bank as of Q2 2023.

Based on Fiduciary Trust's 13F filing for Q2 2023, filed 1 Aug 2023.