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Howe & Rusling’s Independent Bank Corp IBCP Stock Holding History

Howe & Rusling’s Portfolio IBCP Stock Details IBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-68
Closed -$1K – 651
2022
Q3 		$1K Buy
68
+27
+66% +$547 ﹤0.01% 966
2022
Q2 		$1K Hold
41
– – ﹤0.01% 951
2022
Q1 		$1K Sell
41
-11
-21% -$264 ﹤0.01% 934
2021
Q4 		$1K Hold
52
– – ﹤0.01% 932
2021
Q3 		$1K Buy
52
+15
+41% +$312 ﹤0.01% 921
2021
Q2 		$1K Hold
37
– – ﹤0.01% 885
2021
Q1 		$1K Sell
37
-6
-14% -$127 ﹤0.01% 889
2020
Q4 		$1K Buy
+43
New +$704 ﹤0.01% 880

Other funds holding IBCP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Howe & Rusling's IBCP Position: Q4 2022 in Review

Howe & Rusling sold out of Independent Bank Corp (IBCP) in Q4 2022, closing a stake of 68 shares — an estimated $1K sold.

Howe & Rusling first reported a position in IBCP in Q4 2020 and held it in 8 quarters. The position peaked at $1K in Q3 2022. 130 funds tracked by Wall St. Rank hold IBCP as of Q4 2022.

  • Howe & Rusling reported no remaining Independent Bank Corp position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 68 Independent Bank Corp shares in Q4 2022, an estimated $1K.
  • Howe & Rusling first reported a position in Independent Bank Corp in Q4 2020 and held it in 8 quarters.
  • Howe & Rusling's Independent Bank Corp position peaked at $1K in Q3 2022.
  • 130 funds tracked by Wall St. Rank held Independent Bank Corp as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.