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Picton Mahoney Asset Management’s Independent Bank INDB Stock Holding History

Picton Mahoney Asset 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
2024
Q3 		– Sell
-1
Closed -$1K – 903
2024
Q2 		$1K Buy
+1
New +$50 ﹤0.01% 578
2024
Q1 		– Sell
-6,293
Closed -$413K – 433
2023
Q4 		$413K Buy
+6,293
New +$347K 0.01% 264

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Picton Mahoney Asset Management's INDB Position: Q3 2024 in Review

Picton Mahoney Asset Management sold out of Independent Bank (INDB) in Q3 2024, closing a stake of 1 share — an estimated $1K sold.

Picton Mahoney Asset Management first reported a position in INDB in Q4 2023 and held it in 2 quarters. The position peaked at $413K in Q4 2023. 292 funds tracked by Wall St. Rank hold INDB as of Q3 2024.

  • Picton Mahoney Asset Management reported no remaining Independent Bank position as of Q3 2024 after selling out during the quarter.
  • Picton Mahoney Asset Management sold 1 Independent Bank share in Q3 2024, an estimated $1K.
  • Picton Mahoney Asset Management first reported a position in Independent Bank in Q4 2023 and held it in 2 quarters.
  • Picton Mahoney Asset Management's Independent Bank position peaked at $413K in Q4 2023.
  • 292 funds tracked by Wall St. Rank held Independent Bank as of Q3 2024.

Based on Picton Mahoney Asset Management's 13F filing for Q3 2024, filed 4 Nov 2024.