Jacobs Levy Equity Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Jacobs Levy Equity 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 Q4	–	Sell	-9,481	Closed	-$582K	–	1089
2022 Q3	$582K	Buy	+9,481	New	+$654K	﹤0.01%	811
2019 Q1	–	Sell	-14,420	Closed	-$660K	–	1101
2018 Q4	$660K	Hold	14,420	–	–	0.01%	688
2018 Q3	$956K	Sell	14,420 -350	-2%	-$23.9K	0.01%	655
2018 Q2	$987K	Buy	14,770 +2,820	+24%	+$206K	0.02%	665
2018 Q1	$845K	Buy	11,950 +1,200	+11%	+$86.3K	0.01%	676
2017 Q4	$727K	Buy	10,750 +2,100	+24%	+$136K	0.01%	681
2017 Q3	$522K	Sell	8,650 -2,310	-21%	-$134K	0.01%	695
2017 Q2	$652K	Sell	10,960 -4,590	-30%	-$274K	0.01%	648
2017 Q1	$1M	Sell	15,550 -170	-1%	-$10.7K	0.02%	557
2016 Q4	$981K	Hold	15,720	–	–	0.02%	556
2016 Q3	$694K	Hold	15,720	–	–	0.01%	650
2016 Q2	$675K	Buy	15,720 +4,340	+38%	+$155K	0.01%	680
2016 Q1	$312K	Buy	+11,380	New	+$331K	0.01%	862

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jacobs Levy Equity Management's IBTX Position: Q4 2022 in Review

Jacobs Levy Equity Management sold out of Independent Bank Group, Inc. (IBTX) in Q4 2022, closing a stake of 9,481 shares — an estimated $582K sold.

Jacobs Levy Equity Management first reported a position in IBTX in Q1 2016 and held it in 13 quarters. The position peaked at $1M in Q1 2017. 182 funds tracked by Wall St. Rank hold IBTX as of Q4 2022.

Jacobs Levy Equity Management reported no remaining Independent Bank Group, Inc. position as of Q4 2022 after selling out during the quarter.
Jacobs Levy Equity Management sold 9,481 Independent Bank Group, Inc. shares in Q4 2022, an estimated $582K.
Jacobs Levy Equity Management first reported a position in Independent Bank Group, Inc. in Q1 2016 and held it in 13 quarters.
Jacobs Levy Equity Management's Independent Bank Group, Inc. position peaked at $1M in Q1 2017.
182 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2022.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2022, filed 14 Feb 2023.