Number of Shares
40,000.00
Current Holdings Value*
$2.36 Mil
% of Portfolio
3.8%
Total Estimate Gain
$-315,915.00
% of Total Estimate Gain
-2.62%

Hennessy Small Cap Financial Fund's Independent Bank Corp Holding Summary

As of 2025-04-30, HENNESSY FUNDS TRUST held 40,000.00 shares of Independent Bank Corp(INDB), totaling $2.36 Mil. This investment constitutes 3.8% of their stock portfolio, and HENNESSY FUNDS TRUST now holds 0.09% of the outstanding Independent Bank Corp(INDB) stock.

The initial trade took place in 2019Q4. And since then Hennessy Small Cap Financial Fund has made 10 purchases of INDB, at an average price of $70.32, for a total of 171,500.00 shares. In addition, there have been 8 sales at an average price of $69.79 for 131,500.00 shares. Based on historical transaction data and INDB's current price of $64.17, Hennessy Small Cap Financial Fund's estimated gain on his INDB holdings is $-315,915.00, reflecting a -2.62% gain to date.

Hennessy Small Cap Financial Fund INDB ($64.17) Holding Chart

Hennessy Small Cap Financial Fund INDB ($64.17) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1