Private Capital Management (Florida)’s Independent Bank INDB Stock Holding History

Private Capital Management (Florida)’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
2022 Q4	–	Sell	-21,651	Closed	-$1.61M	–	130
2022 Q3	$1.61M	Sell	21,651 -1,364	-6%	-$110K	0.23%	49
2022 Q2	$1.83M	Sell	23,015 -8,829	-28%	-$702K	0.28%	39
2022 Q1	$2.6M	Sell	31,844 -2,761	-8%	-$233K	0.38%	32
2021 Q4	$2.82M	Buy	+34,605	New	+$2.87M	0.42%	35
2014 Q3	–	Sell	-17,523	Closed	-$673K	–	77
2014 Q2	$673K	Sell	17,523 -10,500	-37%	-$393K	0.08%	72
2014 Q1	$1.1M	Sell	28,023 -125	-0.4%	-$4.68K	0.14%	68
2013 Q4	$1.1M	Hold	28,148	–	–	0.14%	67
2013 Q3	$1M	Hold	28,148	–	–	0.09%	66
2013 Q2	$971K	Buy	+28,148	New	+$905K	0.09%	67

Other funds holding INDB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Private Capital Management (Florida)'s INDB Position: Q4 2022 in Review

Private Capital Management (Florida) sold out of Independent Bank (INDB) in Q4 2022, closing a stake of 21,651 shares — an estimated $1.61M sold.

Private Capital Management (Florida) first reported a position in INDB in Q2 2013 and held it in 9 quarters. The position peaked at $2.82M in Q4 2021. 273 funds tracked by Wall St. Rank hold INDB as of Q4 2022.

Private Capital Management (Florida) reported no remaining Independent Bank position as of Q4 2022 after selling out during the quarter.
Private Capital Management (Florida) sold 21,651 Independent Bank shares in Q4 2022, an estimated $1.61M.
Private Capital Management (Florida) first reported a position in Independent Bank in Q2 2013 and held it in 9 quarters.
Private Capital Management (Florida)'s Independent Bank position peaked at $2.82M in Q4 2021.
273 funds tracked by Wall St. Rank held Independent Bank as of Q4 2022.

Based on Private Capital Management (Florida)'s 13F filing for Q4 2022, filed 14 Feb 2023.