PVH
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Psagot Value Holdings’s Independent Bank INDB Stock Holding History

Psagot Value Holdings’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
Q3 		– Sell
-161
Closed -$7K – 561
2023
Q2 		$7K Buy
161
+116
+258% +$6.02K ﹤0.01% 361
2023
Q1 		$3K Buy
+45
New +$3.44K ﹤0.01% 376

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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Psagot Value Holdings's INDB Position: Q3 2023 in Review

Psagot Value Holdings sold out of Independent Bank (INDB) in Q3 2023, closing a stake of 161 shares — an estimated $7K sold.

Psagot Value Holdings first reported a position in INDB in Q1 2023 and held it in 2 quarters. The position peaked at $7K in Q2 2023. 255 funds tracked by Wall St. Rank hold INDB as of Q3 2023.

  • Psagot Value Holdings reported no remaining Independent Bank position as of Q3 2023 after selling out during the quarter.
  • Psagot Value Holdings sold 161 Independent Bank shares in Q3 2023, an estimated $7K.
  • Psagot Value Holdings first reported a position in Independent Bank in Q1 2023 and held it in 2 quarters.
  • Psagot Value Holdings's Independent Bank position peaked at $7K in Q2 2023.
  • 255 funds tracked by Wall St. Rank held Independent Bank as of Q3 2023.

Based on Psagot Value Holdings's 13F filing for Q3 2023, filed 30 Oct 2023.