HR
INDB icon

Howe & Rusling’s Independent Bank INDB Stock Holding History

Howe & Rusling’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
2022
Q4 		– Sell
-25
Closed -$2K – 659
2022
Q3 		$2K Buy
25
+10
+67% +$808 ﹤0.01% 873
2022
Q2 		$1K Hold
15
– – ﹤0.01% 953
2022
Q1 		$1K Sell
15
-4
-21% -$338 ﹤0.01% 935
2021
Q4 		$2K Buy
+19
New +$1.58K ﹤0.01% 859

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

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

Howe & Rusling sold out of Independent Bank (INDB) in Q4 2022, closing a stake of 25 shares — an estimated $2K sold.

Howe & Rusling first reported a position in INDB in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q3 2022. 273 funds tracked by Wall St. Rank hold INDB as of Q4 2022.

  • Howe & Rusling reported no remaining Independent Bank position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 25 Independent Bank shares in Q4 2022, an estimated $2K.
  • Howe & Rusling first reported a position in Independent Bank in Q4 2021 and held it in 4 quarters.
  • Howe & Rusling's Independent Bank position peaked at $2K in Q3 2022.
  • 273 funds tracked by Wall St. Rank held Independent Bank as of Q4 2022.

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