Gemmer Asset Management’s Independent Bank INDB Stock Holding History

Gemmer Asset 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
2022 Q2	–	Sell	-151	Closed	-$12K	–	588
2022 Q1	$12K	Hold	151	–	–	﹤0.01%	644
2021 Q4	$12K	Hold	151	–	–	﹤0.01%	662
2021 Q3	$11K	Hold	151	–	–	﹤0.01%	662
2021 Q2	$11K	Hold	151	–	–	﹤0.01%	739
2021 Q1	$13K	Hold	151	–	–	﹤0.01%	662
2020 Q4	$11K	Sell	151 -4	-3%	-$260	﹤0.01%	653
2020 Q3	$8K	Buy	155 +41	+36%	+$2.55K	﹤0.01%	687
2020 Q2	$8K	Hold	114	–	–	﹤0.01%	677
2020 Q1	$7K	Buy	114 +29	+34%	+$2.07K	﹤0.01%	645
2019 Q4	$7K	Hold	85	–	–	﹤0.01%	796
2019 Q3	$6K	Hold	85	–	–	﹤0.01%	874
2019 Q2	$6K	Hold	85	–	–	﹤0.01%	870
2019 Q1	$7K	Hold	85	–	–	﹤0.01%	848
2018 Q4	$6K	Hold	85	–	–	﹤0.01%	834
2018 Q3	$7K	Hold	85	–	–	﹤0.01%	867
2018 Q2	$7K	Hold	85	–	–	﹤0.01%	873
2018 Q1	$6K	Hold	85	–	–	﹤0.01%	905
2017 Q4	$6K	Hold	85	–	–	﹤0.01%	891
2017 Q3	$6K	Hold	85	–	–	﹤0.01%	888
2017 Q2	$6K	Hold	85	–	–	﹤0.01%	855
2017 Q1	$6K	Hold	85	–	–	﹤0.01%	864
2016 Q4	$6K	Hold	85	–	–	﹤0.01%	838
2016 Q3	$5K	Hold	85	–	–	﹤0.01%	893
2016 Q2	$4K	Hold	85	–	–	﹤0.01%	920
2016 Q1	$3K	Hold	85	–	–	﹤0.01%	962
2015 Q4	$4K	Hold	85	–	–	﹤0.01%	909
2015 Q3	$4K	Hold	85	–	–	﹤0.01%	888
2015 Q2	$4K	Sell	85 -34	-29%	-$1.51K	﹤0.01%	919
2015 Q1	$5K	Hold	119	–	–	﹤0.01%	887
2014 Q4	$5K	Hold	119	–	–	﹤0.01%	858
2014 Q3	$4K	Hold	119	–	–	﹤0.01%	954
2014 Q2	$5K	Hold	119	–	–	﹤0.01%	900
2014 Q1	$5K	Buy	+119	New	+$4.45K	﹤0.01%	870

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 $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SAM

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gemmer Asset Management's INDB Position: Q2 2022 in Review

Gemmer Asset Management sold out of Independent Bank (INDB) in Q2 2022, closing a stake of 151 shares — an estimated $12K sold.

Gemmer Asset Management first reported a position in INDB in Q1 2014 and held it in 33 quarters. The position peaked at $13K in Q1 2021. 252 funds tracked by Wall St. Rank hold INDB as of Q2 2022.

Gemmer Asset Management reported no remaining Independent Bank position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 151 Independent Bank shares in Q2 2022, an estimated $12K.
Gemmer Asset Management first reported a position in Independent Bank in Q1 2014 and held it in 33 quarters.
Gemmer Asset Management's Independent Bank position peaked at $13K in Q1 2021.
252 funds tracked by Wall St. Rank held Independent Bank as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.