New England Research & Management’s Independent Bank INDB Stock Holding History

New England Research & 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
2026 Q2	$1.07M	Sell	12,730 -262	-2%	-$20.8K	0.41%	72
2026 Q1	$977K	Sell	12,992 -500	-4%	-$39.2K	0.41%	70
2025 Q4	$986K	Sell	13,492 -73	-0.5%	-$5.19K	0.43%	73
2025 Q3	$938K	Sell	13,565 -200	-1%	-$13.6K	0.43%	78
2025 Q2	$866K	Sell	13,765 -126	-0.9%	-$7.66K	0.41%	81
2025 Q1	$870K	Sell	13,891 -50	-0.4%	-$3.29K	0.44%	73
2024 Q4	$895K	Sell	13,941 -142	-1%	-$9.47K	0.46%	71
2024 Q3	$833K	Hold	14,083	–	–	0.39%	81
2024 Q2	$714K	Sell	14,083 -100	-0.7%	-$5K	0.34%	92
2024 Q1	$738K	Hold	14,183	–	–	0.36%	94
2023 Q4	$933K	Sell	14,183 -200	-1%	-$11K	0.49%	70
2023 Q3	$706K	Hold	14,383	–	–	0.4%	87
2023 Q2	$640K	Sell	14,383 -300	-2%	-$15.6K	0.37%	81
2023 Q1	$963K	Sell	14,683 -100	-0.7%	-$7.65K	0.56%	64
2022 Q4	$1.25M	Sell	14,783 -175	-1%	-$14.8K	0.72%	43
2022 Q3	$1.11M	Buy	14,958 +400	+3%	+$32.3K	0.7%	50
2022 Q2	$1.16M	Hold	14,558	–	–	0.67%	52
2022 Q1	$1.19M	Sell	14,558 -50	-0.3%	-$4.22K	0.62%	57
2021 Q4	$1.19M	Sell	14,608 -50	-0.3%	-$4.15K	0.58%	60
2021 Q3	$1.12M	Hold	14,658	–	–	0.58%	60
2021 Q2	$1.11M	Sell	14,658 -50	-0.3%	-$4.02K	0.57%	60
2021 Q1	$1.24M	Sell	14,708 -13	-0.1%	-$1.09K	0.68%	54
2020 Q4	$1.07M	Sell	14,721 -313	-2%	-$20.3K	0.66%	53
2020 Q3	$787K	Sell	15,034 -2,949	-16%	-$183K	0.57%	60
2020 Q2	$1.21M	Sell	17,983 -150	-0.8%	-$10.1K	0.86%	35
2020 Q1	$1.17M	Buy	18,133 +2,100	+13%	+$150K	1%	29
2019 Q4	$1.33M	Hold	16,033	–	–	0.89%	31
2019 Q3	$1.2M	Sell	16,033 -108	-0.7%	-$7.83K	0.87%	33
2019 Q2	$1.23M	Sell	16,141 -99	-0.6%	-$7.71K	0.83%	36
2019 Q1	$1.32M	Sell	16,240 -350	-2%	-$27.7K	0.89%	37
2018 Q4	$1.17M	Sell	16,590 -10,575	-39%	-$820K	0.92%	33
2018 Q3	$2.24M	Sell	27,165 -150	-0.5%	-$13.1K	1.46%	11
2018 Q2	$2.14M	Sell	27,315 -1,100	-4%	-$84K	1.42%	10
2018 Q1	$2.03M	Sell	28,415 -950	-3%	-$68.3K	1.36%	9
2017 Q4	$2.05M	Buy	29,365 +3,100	+12%	+$222K	1.47%	12
2017 Q3	$1.96M	Sell	26,265 -2,525	-9%	-$176K	1.44%	11
2017 Q2	$1.92M	Buy	28,790 +1,000	+4%	+$63.7K	1.42%	12
2017 Q1	$1.81M	Buy	27,790 +8,425	+44%	+$544K	1.39%	11
2016 Q4	$1.36M	Sell	19,365 -488	-2%	-$29.9K	1.07%	19
2016 Q3	$1.07M	Sell	19,853 -4,175	-17%	-$213K	0.9%	35
2016 Q2	$1.1M	Sell	24,028 -550	-2%	-$25.7K	0.95%	34
2016 Q1	$1.13M	Buy	24,578 +7,624	+45%	+$340K	0.96%	30
2015 Q4	$789K	Sell	16,954 -2,574	-13%	-$124K	0.68%	48
2015 Q3	$900K	Sell	19,528 -750	-4%	-$35K	0.86%	33
2015 Q2	$951K	Sell	20,278 -250	-1%	-$11.1K	0.78%	41
2015 Q1	$901K	Sell	20,528 -20,419	-50%	-$840K	0.77%	45
2014 Q4	$1.75M	Sell	40,947 -1,700	-4%	-$67.3K	1.5%	8
2014 Q3	$1.52M	Buy	42,647 +10,200	+31%	+$376K	1.33%	7
2014 Q2	$1.25M	Buy	32,447 +2,280	+8%	+$85.4K	1.12%	18
2014 Q1	$1.19M	Buy	30,167 +10,400	+53%	+$389K	1.09%	23
2013 Q4	$773K	Buy	+19,767	New	+$725K	0.75%	43

Other funds holding INDB

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

APW

Alliance Private Wealth North Reading, Massachusetts $288M AUM

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM