Harbor Investment Advisory’s Independent Bank INDB Stock Holding History

Harbor Investment Advisory’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 Q3	–	Sell	-688	Closed	-$30.6K	–	1259
2023 Q2	$30.6K	Hold	688	–	–	﹤0.01%	818
2023 Q1	$45.1K	Hold	688	–	–	0.01%	738
2022 Q4	$58.1K	Hold	688	–	–	0.01%	658
2022 Q3	$51K	Hold	688	–	–	0.01%	689
2022 Q2	$55K	Hold	688	–	–	0.01%	684
2022 Q1	$56K	Hold	688	–	–	0.01%	717
2021 Q4	$56K	Hold	688	–	–	0.01%	706
2021 Q3	$52K	Hold	688	–	–	0.01%	732
2021 Q2	$52K	Hold	688	–	–	0.01%	694
2021 Q1	$58K	Hold	688	–	–	0.01%	634
2020 Q4	$50K	Buy	688 +227	+49%	+$14.7K	0.01%	626
2020 Q3	$24K	Buy	461 +229	+99%	+$14.2K	﹤0.01%	692
2020 Q2	$16K	Hold	232	–	–	﹤0.01%	688
2020 Q1	$15K	Buy	+232	New	+$16.6K	﹤0.01%	637

Other funds holding INDB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Harbor Investment Advisory's INDB Position: Q3 2023 in Review

Harbor Investment Advisory sold out of Independent Bank (INDB) in Q3 2023, closing a stake of 688 shares — an estimated $30.6K sold.

Harbor Investment Advisory first reported a position in INDB in Q1 2020 and held it in 14 quarters. The position peaked at $58.1K in Q4 2022. 255 funds tracked by Wall St. Rank hold INDB as of Q3 2023.

Harbor Investment Advisory reported no remaining Independent Bank position as of Q3 2023 after selling out during the quarter.
Harbor Investment Advisory sold 688 Independent Bank shares in Q3 2023, an estimated $30.6K.
Harbor Investment Advisory first reported a position in Independent Bank in Q1 2020 and held it in 14 quarters.
Harbor Investment Advisory's Independent Bank position peaked at $58.1K in Q4 2022.
255 funds tracked by Wall St. Rank held Independent Bank as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.