Jefferies Group’s Independent Bank INDB Stock Holding History

Jefferies Group’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 Q1	–	Sell	-2,864	Closed	-$234K	–	1719
2021 Q4	$234K	Buy	+2,864	New	+$238K	﹤0.01%	1362
2018 Q2	–	Sell	-3,500	Closed	-$250K	–	2481
2018 Q1	$250K	Buy	+3,500	New	+$252K	﹤0.01%	1878
2016 Q1	–	Sell	-4,990	Closed	-$232K	–	2393
2015 Q4	$232K	Buy	+4,990	New	+$240K	﹤0.01%	1881

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Jefferies Group's INDB Position: Q1 2022 in Review

Jefferies Group sold out of Independent Bank (INDB) in Q1 2022, closing a stake of 2,864 shares — an estimated $234K sold.

Jefferies Group first reported a position in INDB in Q4 2015 and held it in 3 quarters. The position peaked at $250K in Q1 2018. 251 funds tracked by Wall St. Rank hold INDB as of Q1 2022.

Jefferies Group reported no remaining Independent Bank position as of Q1 2022 after selling out during the quarter.
Jefferies Group sold 2,864 Independent Bank shares in Q1 2022, an estimated $234K.
Jefferies Group first reported a position in Independent Bank in Q4 2015 and held it in 3 quarters.
Jefferies Group's Independent Bank position peaked at $250K in Q1 2018.
251 funds tracked by Wall St. Rank held Independent Bank as of Q1 2022.

Based on Jefferies Group's 13F filing for Q1 2022, filed 16 May 2022.