Eaton Vance Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Eaton Vance Management’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
2022 Q3	$3.49M	Sell	56,912 -58	-0.1%	-$4K	0.01%	879
2022 Q2	$3.87M	Sell	56,970 -399,680	-88%	-$27.9M	0.01%	885
2022 Q1	$32.5M	Sell	456,650 -115,658	-20%	-$8.8M	0.04%	395
2021 Q4	$41.3M	Buy	572,308 +16,099	+3%	+$1.16M	0.05%	333
2021 Q3	$39.5M	Buy	556,209 +30,205	+6%	+$2.1M	0.05%	307
2021 Q2	$38.9M	Buy	526,004 +468,942	+822%	+$35.5M	0.05%	333
2021 Q1	$4.12M	Hold	57,062	–	–	0.01%	791
2020 Q4	$3.57M	Hold	57,062	–	–	0.01%	792
2020 Q3	$2.52M	Buy	57,062 +28	+0%	+$1.24K	﹤0.01%	784
2020 Q2	$2.31M	Buy	57,034 +122	+0.2%	+$3.95K	﹤0.01%	781
2020 Q1	$1.35M	Hold	56,912	–	–	﹤0.01%	842
2019 Q4	$3.15M	Hold	56,912	–	–	0.01%	736
2019 Q3	$2.99M	Buy	56,912 +39,565	+228%	+$2.09M	0.01%	709
2019 Q2	$953K	Hold	17,347	–	–	﹤0.01%	966
2019 Q1	$890K	Buy	+17,347	New	+$933K	﹤0.01%	942

Other funds holding IBTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eaton Vance Management's IBTX Position: Q3 2022 in Review

Eaton Vance Management reduced its Independent Bank Group, Inc. (IBTX) stake by 0.1% in Q3 2022, selling an estimated $4K and leaving 56,912 shares worth $3.49M. The position accounts for 0.01% of the portfolio, ranked #879.

Eaton Vance Management first reported a position in IBTX in Q1 2019 and has held it in 15 quarters since. The position peaked at $41.3M in Q4 2021. 200 funds tracked by Wall St. Rank hold IBTX as of Q3 2022.

Eaton Vance Management held 56,912 shares of Independent Bank Group, Inc. worth $3.49M as of Q3 2022.
Eaton Vance Management sold 58 Independent Bank Group, Inc. shares in Q3 2022, an estimated $4K.
Independent Bank Group, Inc. made up 0.01% of Eaton Vance Management's portfolio in Q3 2022, its #879 holding.
Eaton Vance Management first reported a position in Independent Bank Group, Inc. in Q1 2019 and has held it in 15 quarters since.
Eaton Vance Management's Independent Bank Group, Inc. position peaked at $41.3M in Q4 2021.
200 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.