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Putnam Investments’s Independent Bank Corp IBCP Stock Holding History

Putnam Investments’s Portfolio IBCP Stock Details IBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$380K Sell
14,591
-2,338
-14% -$49.9K ﹤0.01% 1039
2023
Q3 		$310K Sell
16,929
-1,925
-10% -$36.7K ﹤0.01% 1063
2023
Q2 		$320K Sell
18,854
-587
-3% -$10.1K ﹤0.01% 1073
2023
Q1 		$345K Buy
19,441
+8,589
+79% +$186K ﹤0.01% 1052
2022
Q4 		$260K Sell
10,852
-6
-0.1% -$137 ﹤0.01% 1088
2022
Q3 		$208K Sell
10,858
-195
-2% -$3.95K ﹤0.01% 1119
2022
Q2 		$213K Sell
11,053
-133
-1% -$2.64K ﹤0.01% 1106
2022
Q1 		$246K Buy
11,186
+1,417
+15% +$34.1K ﹤0.01% 1140
2021
Q4 		$233K Buy
+9,769
New +$223K ﹤0.01% 1142
2021
Q2 		– Sell
-97,800
Closed -$2.31M – 813
2021
Q1 		$2.31M Sell
97,800
-43,100
-31% -$913K ﹤0.01% 662
2020
Q4 		$2.6M Buy
140,900
+9,900
+8% +$162K ﹤0.01% 624
2020
Q3 		$1.65M Buy
+131,000
New +$1.83M ﹤0.01% 701

Other funds holding IBCP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Putnam Investments's IBCP Position: Q4 2023 in Review

Putnam Investments reduced its Independent Bank Corp (IBCP) stake by 14% in Q4 2023, selling an estimated $49.9K and leaving 14,591 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Putnam Investments first reported a position in IBCP in Q3 2020 and has held it in 12 quarters since. The position peaked at $2.6M in Q4 2020. 133 funds tracked by Wall St. Rank hold IBCP as of Q4 2023.

  • Putnam Investments held 14,591 shares of Independent Bank Corp worth $380K as of Q4 2023.
  • Putnam Investments sold 2,338 Independent Bank Corp shares in Q4 2023, an estimated $49.9K.
  • Independent Bank Corp made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #1039 holding.
  • Putnam Investments first reported a position in Independent Bank Corp in Q3 2020 and has held it in 12 quarters since.
  • Putnam Investments's Independent Bank Corp position peaked at $2.6M in Q4 2020.
  • 133 funds tracked by Wall St. Rank held Independent Bank Corp as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.