Holocene Advisors’s Independent Bank INDB Stock Holding History

Holocene 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
2024 Q3	–	Sell	-9,561	Closed	-$485K	–	794
2024 Q2	$485K	Sell	9,561 -31,504	-77%	-$1.58M	﹤0.01%	644
2024 Q1	$2.14M	Buy	+41,065	New	+$2.27M	0.01%	569
2023 Q3	–	Sell	-25,066	Closed	-$1.12M	–	792
2023 Q2	$1.12M	Buy	+25,066	New	+$1.3M	﹤0.01%	623
2022 Q2	–	Sell	-32,130	Closed	-$2.63M	–	909
2022 Q1	$2.63M	Buy	32,130 +2,563	+9%	+$216K	0.01%	427
2021 Q4	$2.41M	Buy	29,567 +640	+2%	+$53.2K	0.01%	476
2021 Q3	$2.2M	Sell	28,927 -8,551	-23%	-$626K	0.01%	522
2021 Q2	$2.83M	Buy	37,478 +12,965	+53%	+$1.04M	0.02%	481
2021 Q1	$2.06M	Buy	24,513 +10,209	+71%	+$853K	0.01%	582
2020 Q4	$1.04M	Buy	+14,304	New	+$929K	0.01%	537
2020 Q2	–	Sell	-8,275	Closed	-$533K	–	686
2020 Q1	$533K	Sell	8,275 -3,410	-29%	-$244K	0.01%	542
2019 Q4	$973K	Sell	11,685 -3,500	-23%	-$286K	0.01%	579
2019 Q3	$1.13M	Buy	+15,185	New	+$1.1M	0.01%	469
2018 Q3	–	Sell	-3,772	Closed	-$296K	–	761
2018 Q2	$296K	Buy	+3,772	New	+$288K	0.01%	486

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SAM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Holocene Advisors's INDB Position: Q3 2024 in Review

Holocene Advisors sold out of Independent Bank (INDB) in Q3 2024, closing a stake of 9,561 shares — an estimated $485K sold.

Holocene Advisors first reported a position in INDB in Q2 2018 and held it in 13 quarters. The position peaked at $2.83M in Q2 2021. 293 funds tracked by Wall St. Rank hold INDB as of Q3 2024.

Holocene Advisors reported no remaining Independent Bank position as of Q3 2024 after selling out during the quarter.
Holocene Advisors sold 9,561 Independent Bank shares in Q3 2024, an estimated $485K.
Holocene Advisors first reported a position in Independent Bank in Q2 2018 and held it in 13 quarters.
Holocene Advisors's Independent Bank position peaked at $2.83M in Q2 2021.
293 funds tracked by Wall St. Rank held Independent Bank as of Q3 2024.

Based on Holocene Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.