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Schubert & Co’s Independent Bank INDB Stock Holding History

Schubert & Co’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
Q2 		– Sell
-8
Closed -$525 – 742
2023
Q1 		$525 Sell
8
-6
-43% -$459 ﹤0.01% 1399
2022
Q4 		$1.18K Sell
14
-2
-13% -$170 ﹤0.01% 1108
2022
Q3 		$1K Buy
16
+5
+45% +$404 ﹤0.01% 1128
2022
Q2 		$1K Buy
11
+7
+175% +$556 ﹤0.01% 1141
2022
Q1 		$0 Hold
4
– – ﹤0.01% 1194
2021
Q4 		$0 Buy
+4
New +$332 ﹤0.01% 1137

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Schubert & Co's INDB Position: Q2 2023 in Review

Schubert & Co sold out of Independent Bank (INDB) in Q2 2023, closing a stake of 8 shares — an estimated $525 sold.

Schubert & Co first reported a position in INDB in Q4 2021 and held it in 6 quarters. The position peaked at $1.18K in Q4 2022. 249 funds tracked by Wall St. Rank hold INDB as of Q2 2023.

  • Schubert & Co reported no remaining Independent Bank position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 8 Independent Bank shares in Q2 2023, an estimated $525.
  • Schubert & Co first reported a position in Independent Bank in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Independent Bank position peaked at $1.18K in Q4 2022.
  • 249 funds tracked by Wall St. Rank held Independent Bank as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.