Shelton Capital Management’s Independent Bank INDB Stock Holding History

Shelton Capital Management’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 Q1	–	Sell	-2,688	Closed	-$227K	–	750
2022 Q4	$227K	Sell	2,688 -234	-8%	-$19.8K	0.02%	582
2022 Q3	$218K	Sell	2,922 -97	-3%	-$7.84K	0.01%	595
2022 Q2	$240K	Hold	3,019	–	–	0.01%	587
2022 Q1	$247K	Hold	3,019	–	–	0.01%	667
2021 Q4	$246K	Buy	+3,019	New	+$251K	0.01%	676
2020 Q1	–	Sell	-3,073	Closed	-$256K	–	734
2019 Q4	$256K	Sell	3,073 -141	-4%	-$11.5K	0.01%	615
2019 Q3	$240K	Sell	3,214 -207	-6%	-$15K	0.01%	651
2019 Q2	$261K	Buy	3,421 +3,197	+1,427%	+$249K	0.02%	621
2019 Q1	$2.77K	Buy	+224	New	+$17.8K	0.01%	748
2018 Q4	–	Sell	-2,767	Closed	-$229K	–	841
2018 Q3	$229K	Buy	+2,767	New	+$241K	0.01%	777

Other funds holding INDB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Shelton Capital Management's INDB Position: Q1 2023 in Review

Shelton Capital Management sold out of Independent Bank (INDB) in Q1 2023, closing a stake of 2,688 shares — an estimated $227K sold.

Shelton Capital Management first reported a position in INDB in Q3 2018 and held it in 10 quarters. The position peaked at $261K in Q2 2019. 265 funds tracked by Wall St. Rank hold INDB as of Q1 2023.

Shelton Capital Management reported no remaining Independent Bank position as of Q1 2023 after selling out during the quarter.
Shelton Capital Management sold 2,688 Independent Bank shares in Q1 2023, an estimated $227K.
Shelton Capital Management first reported a position in Independent Bank in Q3 2018 and held it in 10 quarters.
Shelton Capital Management's Independent Bank position peaked at $261K in Q2 2019.
265 funds tracked by Wall St. Rank held Independent Bank as of Q1 2023.

Based on Shelton Capital Management's 13F filing for Q1 2023, filed 11 May 2023.