JAM
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Jupiter Asset Management’s Independent Bank INDB Stock Holding History

Jupiter 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
2022
Q4 		– Sell
-4,007
Closed -$299K – 510
2022
Q3 		$299K Buy
+4,007
New +$324K ﹤0.01% 481

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State Street
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Victory Capital Management
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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

Jupiter Asset Management's INDB Position: Q4 2022 in Review

Jupiter Asset Management sold out of Independent Bank (INDB) in Q4 2022, closing a stake of 4,007 shares — an estimated $299K sold.

Jupiter Asset Management first reported a position in INDB in Q3 2022 and held it in 1 quarter. The position peaked at $299K in Q3 2022. 273 funds tracked by Wall St. Rank hold INDB as of Q4 2022.

  • Jupiter Asset Management reported no remaining Independent Bank position as of Q4 2022 after selling out during the quarter.
  • Jupiter Asset Management sold 4,007 Independent Bank shares in Q4 2022, an estimated $299K.
  • Jupiter Asset Management first reported a position in Independent Bank in Q3 2022 and held it in 1 quarter.
  • Jupiter Asset Management's Independent Bank position peaked at $299K in Q3 2022.
  • 273 funds tracked by Wall St. Rank held Independent Bank as of Q4 2022.

Based on Jupiter Asset Management's 13F filing for Q4 2022, filed 10 Feb 2023.