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Lee Financial’s Independent Bank Corp IBCP Stock Holding History

Lee Financial’s Portfolio IBCP Stock Details IBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-16
Closed – – 960
2022
Q3 		$0 Hold
16
– – ﹤0.01% 902
2022
Q2 		$0 Sell
16
-101
-86% -$2K ﹤0.01% 909
2022
Q1 		$3K Hold
117
– – ﹤0.01% 577
2021
Q4 		$3K Hold
117
– – ﹤0.01% 671
2021
Q3 		$3K Hold
117
– – ﹤0.01% 553
2021
Q2 		$3K Buy
+117
New +$2.7K ﹤0.01% 514

Other funds holding IBCP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lee Financial's IBCP Position: Q4 2022 in Review

Lee Financial sold out of Independent Bank Corp (IBCP) in Q4 2022, closing a stake of 16 shares.

Lee Financial first reported a position in IBCP in Q2 2021 and held it in 6 quarters. The position peaked at $3K in Q1 2022. 130 funds tracked by Wall St. Rank hold IBCP as of Q4 2022.

  • Lee Financial reported no remaining Independent Bank Corp position as of Q4 2022 after selling out during the quarter.
  • Lee Financial sold 16 Independent Bank Corp shares in Q4 2022.
  • Lee Financial first reported a position in Independent Bank Corp in Q2 2021 and held it in 6 quarters.
  • Lee Financial's Independent Bank Corp position peaked at $3K in Q1 2022.
  • 130 funds tracked by Wall St. Rank held Independent Bank Corp as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.