Holocene Advisors

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 $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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return