MC
INDB icon

Middleton & Co’s Independent Bank INDB Stock Holding History

Middleton & Co’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
Q2 		– Sell
-3,212
Closed -$211K – 156
2023
Q1 		$211K Hold
3,212
– – 0.03% 148
2022
Q4 		$271K Sell
3,212
-300
-9% -$25.4K 0.04% 139
2022
Q3 		$262K Hold
3,512
– – 0.04% 134
2022
Q2 		$279K Sell
3,512
-6
-0.2% -$477 0.04% 138
2022
Q1 		$287K Hold
3,518
– – 0.03% 143
2021
Q4 		$287K Buy
3,518
+6
+0.2% +$498 0.03% 146
2021
Q3 		$267K Sell
3,512
-520
-13% -$38.1K 0.03% 143
2021
Q2 		$304K Sell
4,032
-10
-0.2% -$804 0.03% 134
2021
Q1 		$340K Hold
4,042
– – 0.04% 131
2020
Q4 		$295K Sell
4,042
-242
-6% -$15.7K 0.03% 134
2020
Q3 		$224K Hold
4,284
– – 0.03% 133
2020
Q2 		$287K Hold
4,284
– – 0.04% 129
2020
Q1 		$276K Buy
4,284
+22
+0.5% +$1.57K 0.05% 126
2019
Q4 		$355K Sell
4,262
-22
-0.5% -$1.8K 0.05% 119
2019
Q3 		$320K Hold
4,284
– – 0.05% 125
2019
Q2 		$326K Buy
4,284
+1,079
+34% +$84.1K 0.05% 126
2019
Q1 		$260K Hold
3,205
– – 0.04% 132
2018
Q4 		$225K Sell
3,205
-25
-0.8% -$1.94K 0.04% 133
2018
Q3 		$267K Hold
3,230
– – 0.04% 143
2018
Q2 		$253K Sell
3,230
-140
-4% -$10.7K 0.04% 145
2018
Q1 		$241K Sell
3,370
-40
-1% -$2.88K 0.04% 147
2017
Q4 		$238K Sell
3,410
-945
-22% -$67.7K 0.04% 156
2017
Q3 		$325K Sell
4,355
-30
-0.7% -$2.09K 0.06% 146
2017
Q2 		$292K Sell
4,385
-940
-18% -$59.9K 0.06% 132
2017
Q1 		$346K Sell
5,325
-2,951
-36% -$190K 0.08% 124
2016
Q4 		$583K Sell
8,276
-34,139
-80% -$2.09M 0.13% 111
2016
Q3 		$2.29M Buy
42,415
+36,209
+583% +$1.84M 0.51% 60
2016
Q2 		$284K Buy
+6,206
New +$290K 0.07% 135

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Middleton & Co's INDB Position: Q2 2023 in Review

Middleton & Co sold out of Independent Bank (INDB) in Q2 2023, closing a stake of 3,212 shares — an estimated $211K sold.

Middleton & Co first reported a position in INDB in Q2 2016 and held it in 28 quarters. The position peaked at $2.29M in Q3 2016. 248 funds tracked by Wall St. Rank hold INDB as of Q2 2023.

  • Middleton & Co reported no remaining Independent Bank position as of Q2 2023 after selling out during the quarter.
  • Middleton & Co sold 3,212 Independent Bank shares in Q2 2023, an estimated $211K.
  • Middleton & Co first reported a position in Independent Bank in Q2 2016 and held it in 28 quarters.
  • Middleton & Co's Independent Bank position peaked at $2.29M in Q3 2016.
  • 248 funds tracked by Wall St. Rank held Independent Bank as of Q2 2023.

Based on Middleton & Co's 13F filing for Q2 2023, filed 28 Jul 2023.