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

Ethic Inc’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 Q4	–	Sell	-5,720	Closed	-$226K	–	1116
2023 Q3	$226K	Buy	+5,720	New	+$233K	0.01%	902

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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

Ethic Inc's IBTX Position: Q4 2023 in Review

Ethic Inc sold out of Independent Bank Group, Inc. (IBTX) in Q4 2023, closing a stake of 5,720 shares — an estimated $226K sold.

Ethic Inc first reported a position in IBTX in Q3 2023 and held it in 1 quarter. The position peaked at $226K in Q3 2023. 195 funds tracked by Wall St. Rank hold IBTX as of Q4 2023.

Ethic Inc reported no remaining Independent Bank Group, Inc. position as of Q4 2023 after selling out during the quarter.
Ethic Inc sold 5,720 Independent Bank Group, Inc. shares in Q4 2023, an estimated $226K.
Ethic Inc first reported a position in Independent Bank Group, Inc. in Q3 2023 and held it in 1 quarter.
Ethic Inc's Independent Bank Group, Inc. position peaked at $226K in Q3 2023.
195 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2023.

Based on Ethic Inc's 13F filing for Q4 2023, filed 14 Feb 2024.