RBA
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Richard Bernstein Advisors’s Independent Bank INDB Stock Holding History

Richard Bernstein Advisors’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
2021
Q4 		– Sell
-34,346
Closed -$2.62M – 288
2021
Q3 		$2.62M Buy
34,346
+2,446
+8% +$179K 0.05% 187
2021
Q2 		$2.41M Hold
31,900
– – 0.05% 187
2021
Q1 		$2.69M Buy
+31,900
New +$2.67M 0.06% 176

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Richard Bernstein Advisors's INDB Position: Q4 2021 in Review

Richard Bernstein Advisors sold out of Independent Bank (INDB) in Q4 2021, closing a stake of 34,346 shares — an estimated $2.62M sold.

Richard Bernstein Advisors first reported a position in INDB in Q1 2021 and held it in 3 quarters. The position peaked at $2.69M in Q1 2021. 258 funds tracked by Wall St. Rank hold INDB as of Q4 2021.

  • Richard Bernstein Advisors reported no remaining Independent Bank position as of Q4 2021 after selling out during the quarter.
  • Richard Bernstein Advisors sold 34,346 Independent Bank shares in Q4 2021, an estimated $2.62M.
  • Richard Bernstein Advisors first reported a position in Independent Bank in Q1 2021 and held it in 3 quarters.
  • Richard Bernstein Advisors's Independent Bank position peaked at $2.69M in Q1 2021.
  • 258 funds tracked by Wall St. Rank held Independent Bank as of Q4 2021.

Based on Richard Bernstein Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.