Ergoteles’s Independent Bank Group, Inc. IBTX Stock Holding History

Ergoteles’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
2023 Q2	–	Sell	-25,889	Closed	-$1.2M	–	1729
2023 Q1	$1.2M	Buy	+25,889	New	+$1.47M	0.05%	431
2022 Q4	–	Sell	-12,014	Closed	-$738K	–	2187
2022 Q3	$738K	Buy	+12,014	New	+$829K	0.03%	615
2022 Q1	–	Sell	-22,700	Closed	-$1.64M	–	1817
2021 Q4	$1.64M	Buy	22,700 +15,700	+224%	+$1.14M	0.06%	293
2021 Q3	$497K	Buy	+7,000	New	+$487K	0.02%	583
2021 Q1	–	Sell	-3,640	Closed	-$228K	–	1182
2020 Q4	$228K	Sell	3,640 -3,260	-47%	-$180K	0.01%	578
2020 Q3	$305K	Buy	+6,900	New	+$305K	0.04%	335

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Ergoteles's IBTX Position: Q2 2023 in Review

Ergoteles sold out of Independent Bank Group, Inc. (IBTX) in Q2 2023, closing a stake of 25,889 shares — an estimated $1.2M sold.

Ergoteles first reported a position in IBTX in Q3 2020 and held it in 6 quarters. The position peaked at $1.64M in Q4 2021. 178 funds tracked by Wall St. Rank hold IBTX as of Q2 2023.

Ergoteles reported no remaining Independent Bank Group, Inc. position as of Q2 2023 after selling out during the quarter.
Ergoteles sold 25,889 Independent Bank Group, Inc. shares in Q2 2023, an estimated $1.2M.
Ergoteles first reported a position in Independent Bank Group, Inc. in Q3 2020 and held it in 6 quarters.
Ergoteles's Independent Bank Group, Inc. position peaked at $1.64M in Q4 2021.
178 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.