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Shepherd Financial Partners’s Independent Bank INDB Stock Holding History

Shepherd Financial Partners’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
Q2 		– Sell
-25,008
Closed -$2.1M – 149
2021
Q1 		$2.1M Sell
25,008
-8,368
-25% -$699K 0.47% 41
2020
Q4 		$2.44M Buy
+33,376
New +$2.17M 0.56% 35

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SAM
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CIP
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Macquarie Group
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T. Rowe Price Associates
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Goldman Sachs
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Shepherd Financial Partners's INDB Position: Q2 2021 in Review

Shepherd Financial Partners sold out of Independent Bank (INDB) in Q2 2021, closing a stake of 25,008 shares — an estimated $2.1M sold.

Shepherd Financial Partners first reported a position in INDB in Q4 2020 and held it in 2 quarters. The position peaked at $2.44M in Q4 2020. 209 funds tracked by Wall St. Rank hold INDB as of Q2 2021.

  • Shepherd Financial Partners reported no remaining Independent Bank position as of Q2 2021 after selling out during the quarter.
  • Shepherd Financial Partners sold 25,008 Independent Bank shares in Q2 2021, an estimated $2.1M.
  • Shepherd Financial Partners first reported a position in Independent Bank in Q4 2020 and held it in 2 quarters.
  • Shepherd Financial Partners's Independent Bank position peaked at $2.44M in Q4 2020.
  • 209 funds tracked by Wall St. Rank held Independent Bank as of Q2 2021.

Based on Shepherd Financial Partners's 13F filing for Q2 2021, filed 16 Aug 2021.