Itau Unibanco Holding S.A.’s Independent Bank INDB Stock Holding History

Itau Unibanco Holding S.A.’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
2020 Q1	–	Sell	-1,127	Closed	-$94K	–	622
2019 Q4	$94K	Buy	+1,127	New	+$92.1K	﹤0.01%	530
2019 Q3	–	Sell	-4,628	Closed	-$352K	–	486
2019 Q2	$352K	Buy	4,628 +3,842	+489%	+$299K	0.02%	413
2019 Q1	$55K	Hold	786	–	–	﹤0.01%	514
2018 Q4	$55K	Buy	+786	New	+$61K	﹤0.01%	514

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Itau Unibanco Holding S.A.'s INDB Position: Q1 2020 in Review

Itau Unibanco Holding S.A. sold out of Independent Bank (INDB) in Q1 2020, closing a stake of 1,127 shares — an estimated $94K sold.

Itau Unibanco Holding S.A. first reported a position in INDB in Q4 2018 and held it in 4 quarters. The position peaked at $352K in Q2 2019. 190 funds tracked by Wall St. Rank hold INDB as of Q1 2020.

Itau Unibanco Holding S.A. reported no remaining Independent Bank position as of Q1 2020 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 1,127 Independent Bank shares in Q1 2020, an estimated $94K.
Itau Unibanco Holding S.A. first reported a position in Independent Bank in Q4 2018 and held it in 4 quarters.
Itau Unibanco Holding S.A.'s Independent Bank position peaked at $352K in Q2 2019.
190 funds tracked by Wall St. Rank held Independent Bank as of Q1 2020.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2020, filed 15 May 2020.