WG
IBCP icon

Winton Group’s Independent Bank Corp IBCP Stock Holding History

Winton Group’s Portfolio IBCP Stock Details IBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-16,297
Closed -$350K – 1190
2021
Q3 		$350K Buy
16,297
+1,377
+9% +$28.6K 0.02% 1034
2021
Q2 		$324K Buy
14,920
+1,323
+10% +$30.5K 0.02% 1146
2021
Q1 		$321K Buy
13,597
+661
+5% +$14K 0.02% 1117
2020
Q4 		$239K Sell
12,936
-20,621
-61% -$338K 0.02% 1129
2020
Q3 		$422K Sell
33,557
-28,843
-46% -$404K 0.01% 1160
2020
Q2 		$927K Buy
62,400
+507
+0.8% +$7K 0.02% 995
2020
Q1 		$797K Buy
61,893
+2,459
+4% +$47.7K 0.02% 882
2019
Q4 		$1.35M Sell
59,434
-25,340
-30% -$561K 0.02% 947
2019
Q3 		$1.81M Buy
84,774
+58,088
+218% +$1.21M 0.02% 607
2019
Q2 		$581K Buy
26,686
+3,818
+17% +$82.7K 0.01% 615
2019
Q1 		$492K Buy
22,868
+7,090
+45% +$159K 0.01% 590
2018
Q4 		$332K Buy
15,778
+3,280
+26% +$73.8K 0.01% 626
2018
Q3 		$296K Buy
+12,498
New +$312K 0.01% 823

Other funds holding IBCP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winton Group's IBCP Position: Q4 2021 in Review

Winton Group sold out of Independent Bank Corp (IBCP) in Q4 2021, closing a stake of 16,297 shares — an estimated $350K sold.

Winton Group first reported a position in IBCP in Q3 2018 and held it in 13 quarters. The position peaked at $1.81M in Q3 2019. 127 funds tracked by Wall St. Rank hold IBCP as of Q4 2021.

  • Winton Group reported no remaining Independent Bank Corp position as of Q4 2021 after selling out during the quarter.
  • Winton Group sold 16,297 Independent Bank Corp shares in Q4 2021, an estimated $350K.
  • Winton Group first reported a position in Independent Bank Corp in Q3 2018 and held it in 13 quarters.
  • Winton Group's Independent Bank Corp position peaked at $1.81M in Q3 2019.
  • 127 funds tracked by Wall St. Rank held Independent Bank Corp as of Q4 2021.

Based on Winton Group's 13F filing for Q4 2021, filed 10 Feb 2022.