5L
IBTX

55I LLC’s Independent Bank Group, Inc. IBTX Stock Holding History

55I LLC’s Portfolio IBTX Stock Details IBTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-17,175
Closed -$696K – 276
2020
Q2 		$696K Hold
17,175
– – 0.1% 129
2020
Q1 		$506K Hold
17,175
– – 0.15% 111
2019
Q4 		$952K Buy
+17,175
New +$954K 0.41% 53

Other funds holding IBTX

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

55I LLC's IBTX Position: Q3 2020 in Review

55I LLC sold out of Independent Bank Group, Inc. (IBTX) in Q3 2020, closing a stake of 17,175 shares — an estimated $696K sold.

55I LLC first reported a position in IBTX in Q4 2019 and held it in 3 quarters. The position peaked at $952K in Q4 2019. 155 funds tracked by Wall St. Rank hold IBTX as of Q3 2020.

  • 55I LLC reported no remaining Independent Bank Group, Inc. position as of Q3 2020 after selling out during the quarter.
  • 55I LLC sold 17,175 Independent Bank Group, Inc. shares in Q3 2020, an estimated $696K.
  • 55I LLC first reported a position in Independent Bank Group, Inc. in Q4 2019 and held it in 3 quarters.
  • 55I LLC's Independent Bank Group, Inc. position peaked at $952K in Q4 2019.
  • 155 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2020.

Based on 55I LLC's 13F filing for Q3 2020, filed 29 Oct 2020.