HA
INDB icon

Heartland Advisors’s Independent Bank INDB Stock Holding History

Heartland Advisors’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
-104,493
Closed -$6.86M – 181
2023
Q1 		$6.86M Sell
104,493
-48,677
-32% -$3.72M 0.42% 104
2022
Q4 		$12.9M Sell
153,170
-672
-0.4% -$57K 0.82% 34
2022
Q3 		$11.5M Buy
153,842
+46,058
+43% +$3.72M 0.86% 31
2022
Q2 		$8.56M Hold
107,784
– – 0.59% 64
2022
Q1 		$8.8M Buy
107,784
+20
+0% +$1.69K 0.55% 70
2021
Q4 		$8.79M Sell
107,764
-5,000
-4% -$415K 0.52% 86
2021
Q3 		$8.59M Hold
112,764
– – 0.52% 78
2021
Q2 		$8.51M Buy
112,764
+10,151
+10% +$816K 0.49% 84
2021
Q1 		$8.64M Sell
102,613
-51,785
-34% -$4.33M 0.55% 68
2020
Q4 		$11.3M Buy
154,398
+25,690
+20% +$1.67M 0.81% 32
2020
Q3 		$6.74M Hold
128,708
– – 0.59% 69
2020
Q2 		$8.63M Buy
128,708
+15,437
+14% +$1.04M 0.77% 45
2020
Q1 		$7.29M Buy
+113,271
New +$8.09M 0.78% 44
2015
Q3 		– Sell
-497,511
Closed -$23.3M – 232
2015
Q2 		$23.3M Sell
497,511
-145,859
-23% -$6.5M 0.65% 43
2015
Q1 		$28.2M Sell
643,370
-291,987
-31% -$12M 0.71% 42
2014
Q4 		$40M Sell
935,357
-1,094
-0.1% -$43.3K 0.79% 38
2014
Q3 		$33.5M Sell
936,451
-232
-0% -$8.56K 0.65% 49
2014
Q2 		$36M Hold
936,683
– – 0.62% 55
2014
Q1 		$36.9M Sell
936,683
-92,687
-9% -$3.47M 0.65% 46
2013
Q4 		$40.3M Sell
1,029,370
-7,400
-0.7% -$272K 0.7% 44
2013
Q3 		$37M Buy
1,036,770
+3,800
+0.4% +$138K 0.67% 47
2013
Q2 		$35.6M Buy
+1,032,970
New +$33.2M 0.66% 46

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

Heartland Advisors's INDB Position: Q2 2023 in Review

Heartland Advisors sold out of Independent Bank (INDB) in Q2 2023, closing a stake of 104,493 shares — an estimated $6.86M sold.

Heartland Advisors first reported a position in INDB in Q2 2013 and held it in 22 quarters. The position peaked at $40.3M in Q4 2013. 249 funds tracked by Wall St. Rank hold INDB as of Q2 2023.

  • Heartland Advisors reported no remaining Independent Bank position as of Q2 2023 after selling out during the quarter.
  • Heartland Advisors sold 104,493 Independent Bank shares in Q2 2023, an estimated $6.86M.
  • Heartland Advisors first reported a position in Independent Bank in Q2 2013 and held it in 22 quarters.
  • Heartland Advisors's Independent Bank position peaked at $40.3M in Q4 2013.
  • 249 funds tracked by Wall St. Rank held Independent Bank as of Q2 2023.

Based on Heartland Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.