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Joel Greenblatt’s Independent Bank INDB Stock Holding History

Joel Greenblatt’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
2024
Q3 		– Sell
-5,030
Closed -$255K – 1473
2024
Q2 		$255K Sell
5,030
-632
-11% -$31.6K ﹤0.01% 1279
2024
Q1 		$295K Buy
5,662
+328
+6% +$18.1K ﹤0.01% 1187
2023
Q4 		$351K Sell
5,334
-65
-1% -$3.59K 0.01% 1092
2023
Q3 		$265K Sell
5,399
-323
-6% -$17.2K 0.01% 1148
2023
Q2 		$255K Buy
5,722
+60
+1% +$3.11K 0.01% 1171
2023
Q1 		$372K Buy
+5,662
New +$433K 0.01% 1061

Other funds holding INDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Joel Greenblatt's INDB Position: Q3 2024 in Review

Joel Greenblatt sold out of Independent Bank (INDB) in Q3 2024, closing a stake of 5,030 shares — an estimated $255K sold.

Joel Greenblatt first reported a position in INDB in Q1 2023 and held it in 6 quarters. The position peaked at $372K in Q1 2023. 292 funds tracked by Wall St. Rank hold INDB as of Q3 2024.

  • Joel Greenblatt reported no remaining Independent Bank position as of Q3 2024 after selling out during the quarter.
  • Joel Greenblatt sold 5,030 Independent Bank shares in Q3 2024, an estimated $255K.
  • Joel Greenblatt first reported a position in Independent Bank in Q1 2023 and held it in 6 quarters.
  • Joel Greenblatt's Independent Bank position peaked at $372K in Q1 2023.
  • 292 funds tracked by Wall St. Rank held Independent Bank as of Q3 2024.

Based on Gotham Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.