JAM
INDB icon

Jacobs Asset Management’s Independent Bank INDB Stock Holding History

Jacobs Asset Management’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
2023
Q4 		– Sell
-50,000
Closed -$2.45M – 33
2023
Q3 		$2.45M Buy
+50,000
New +$2.66M 1.67% 22

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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

Jacobs Asset Management's INDB Position: Q4 2023 in Review

Jacobs Asset Management sold out of Independent Bank (INDB) in Q4 2023, closing a stake of 50,000 shares — an estimated $2.45M sold.

Jacobs Asset Management first reported a position in INDB in Q3 2023 and held it in 1 quarter. The position peaked at $2.45M in Q3 2023. 259 funds tracked by Wall St. Rank hold INDB as of Q4 2023.

  • Jacobs Asset Management reported no remaining Independent Bank position as of Q4 2023 after selling out during the quarter.
  • Jacobs Asset Management sold 50,000 Independent Bank shares in Q4 2023, an estimated $2.45M.
  • Jacobs Asset Management first reported a position in Independent Bank in Q3 2023 and held it in 1 quarter.
  • Jacobs Asset Management's Independent Bank position peaked at $2.45M in Q3 2023.
  • 259 funds tracked by Wall St. Rank held Independent Bank as of Q4 2023.

Based on Jacobs Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.