ORC
INDB icon

O'Rourke & Company’s Independent Bank INDB Stock Holding History

O'Rourke & Company’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
Q1 		– Sell
-2,882
Closed -$243K – 132
2022
Q4 		$243K Hold
2,882
– – 0.19% 115
2022
Q3 		$215K Buy
+2,882
New +$233K 0.19% 112

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

O'Rourke & Company's INDB Position: Q1 2023 in Review

O'Rourke & Company sold out of Independent Bank (INDB) in Q1 2023, closing a stake of 2,882 shares — an estimated $243K sold.

O'Rourke & Company first reported a position in INDB in Q3 2022 and held it in 2 quarters. The position peaked at $243K in Q4 2022. 265 funds tracked by Wall St. Rank hold INDB as of Q1 2023.

  • O'Rourke & Company reported no remaining Independent Bank position as of Q1 2023 after selling out during the quarter.
  • O'Rourke & Company sold 2,882 Independent Bank shares in Q1 2023, an estimated $243K.
  • O'Rourke & Company first reported a position in Independent Bank in Q3 2022 and held it in 2 quarters.
  • O'Rourke & Company's Independent Bank position peaked at $243K in Q4 2022.
  • 265 funds tracked by Wall St. Rank held Independent Bank as of Q1 2023.

Based on O'Rourke & Company's 13F filing for Q1 2023, filed 12 May 2023.