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Sageworth Trust’s Independent Bank INDB Stock Holding History

Sageworth Trust’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
Q1 		– Sell
-36
Closed -$3K – 556
2021
Q4 		$3K Sell
36
-124
-78% -$10.3K ﹤0.01% 513
2021
Q3 		$12K Hold
160
– – ﹤0.01% 507
2021
Q2 		$12K Buy
+160
New +$12.9K ﹤0.01% 542

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

Sageworth Trust's INDB Position: Q1 2022 in Review

Sageworth Trust sold out of Independent Bank (INDB) in Q1 2022, closing a stake of 36 shares — an estimated $3K sold.

Sageworth Trust first reported a position in INDB in Q2 2021 and held it in 3 quarters. The position peaked at $12K in Q3 2021. 251 funds tracked by Wall St. Rank hold INDB as of Q1 2022.

  • Sageworth Trust reported no remaining Independent Bank position as of Q1 2022 after selling out during the quarter.
  • Sageworth Trust sold 36 Independent Bank shares in Q1 2022, an estimated $3K.
  • Sageworth Trust first reported a position in Independent Bank in Q2 2021 and held it in 3 quarters.
  • Sageworth Trust's Independent Bank position peaked at $12K in Q3 2021.
  • 251 funds tracked by Wall St. Rank held Independent Bank as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.