WEC
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Winslow Evans & Crocker’s Independent Bank INDB Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$420K Buy
5,750
+4,800
+505% +$312K 0.08% 218
2020
Q3 		$49K Hold
950
– – 0.01% 461
2020
Q2 		$63K Hold
950
– – 0.02% 430
2020
Q1 		$64K Hold
950
– – 0.02% 393
2019
Q4 		$82K Sell
950
-230
-19% -$18.8K 0.02% 421
2019
Q3 		$90K Hold
1,180
– – 0.03% 417
2019
Q2 		$92K Buy
1,180
+230
+24% +$17.9K 0.03% 414
2019
Q1 		$80K Hold
950
– – 0.02% 419
2018
Q4 		$68K Hold
950
– – 0.02% 415
2018
Q3 		$80K Hold
950
– – 0.02% 405
2018
Q2 		$76K Sell
950
-50
-5% -$3.82K 0.02% 417
2018
Q1 		$71.6K Hold
1,000
– – 0.02% 415
2017
Q4 		$69.9K Sell
1,000
-250
-20% -$17.9K 0.02% 430
2017
Q3 		$93.3K Hold
1,250
– – 0.03% 373
2017
Q2 		$83.3K Hold
1,250
– – 0.02% 463
2017
Q1 		$81.3K Hold
1,250
– – 0.03% 447
2016
Q4 		$88.1K Hold
1,250
– – 0.03% 426
2016
Q3 		$67.6K Hold
1,250
– – 0.02% 478
2016
Q2 		$57.1K Hold
1,250
– – 0.02% 488
2016
Q1 		$57.5K Hold
1,250
– – 0.02% 469
2015
Q4 		$58.1K Sell
1,250
-100
-7% -$4.81K 0.02% 505
2015
Q3 		$62.2K Sell
1,350
-100
-7% -$4.67K 0.02% 476
2015
Q2 		$68K Buy
1,450
+250
+21% +$11.1K 0.02% 494
2015
Q1 		$52.6K Hold
1,200
– – 0.01% 538
2014
Q4 		$51.4K Sell
1,200
-1,250
-51% -$49.5K 0.01% 536
2014
Q3 		$87.5K Hold
2,450
– – 0.03% 446
2014
Q2 		$94K Hold
2,450
– – 0.03% 376
2014
Q1 		$96.5K Sell
2,450
-300
-11% -$11.2K 0.03% 354
2013
Q4 		$108K Buy
+2,750
New +$101K 0.04% 362

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Winslow Evans & Crocker's INDB Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Independent Bank (INDB) stake by 505% in Q4 2020, buying an estimated $312K and bringing the position to 5,750 shares worth $420K. The position accounts for 0.08% of the portfolio, ranked #218.

Winslow Evans & Crocker first reported a position in INDB in Q4 2013 and has held it in 29 quarters since. 194 funds tracked by Wall St. Rank hold INDB as of Q4 2020.

  • Winslow Evans & Crocker held 5,750 shares of Independent Bank worth $420K as of Q4 2020.
  • Winslow Evans & Crocker bought 4,800 Independent Bank shares in Q4 2020, an estimated $312K.
  • Independent Bank made up 0.08% of Winslow Evans & Crocker's portfolio in Q4 2020, its #218 holding.
  • Winslow Evans & Crocker first reported a position in Independent Bank in Q4 2013 and has held it in 29 quarters since.
  • 194 funds tracked by Wall St. Rank held Independent Bank as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.