NDSI
INDB icon

Newman Dignan & Sheerar Inc’s Independent Bank INDB Stock Holding History

Newman Dignan & Sheerar Inc’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
-3,800
Closed -$249K – 191
2023
Q1 		$249K Sell
3,800
-735
-16% -$56.2K 0.08% 166
2022
Q4 		$383K Sell
4,535
-102
-2% -$8.65K 0.13% 125
2022
Q3 		$346 Buy
+4,637
New +$375K 0.05% 128

Other funds holding INDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Newman Dignan & Sheerar Inc's INDB Position: Q2 2023 in Review

Newman Dignan & Sheerar Inc sold out of Independent Bank (INDB) in Q2 2023, closing a stake of 3,800 shares — an estimated $249K sold.

Newman Dignan & Sheerar Inc first reported a position in INDB in Q3 2022 and held it in 3 quarters. The position peaked at $383K in Q4 2022. 249 funds tracked by Wall St. Rank hold INDB as of Q2 2023.

  • Newman Dignan & Sheerar Inc reported no remaining Independent Bank position as of Q2 2023 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 3,800 Independent Bank shares in Q2 2023, an estimated $249K.
  • Newman Dignan & Sheerar Inc first reported a position in Independent Bank in Q3 2022 and held it in 3 quarters.
  • Newman Dignan & Sheerar Inc's Independent Bank position peaked at $383K in Q4 2022.
  • 249 funds tracked by Wall St. Rank held Independent Bank as of Q2 2023.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2023, filed 2 Aug 2023.