JG
IBTX

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

Jefferies Group’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 		– Sell
-6,235
Closed -$423K – 2091
2022
Q2 		$423K Buy
+6,235
New +$435K ﹤0.01% 1066
2020
Q1 		– Sell
-8,040
Closed -$446K – 2961
2019
Q4 		$446K Buy
+8,040
New +$446K ﹤0.01% 1887

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Group's IBTX Position: Q3 2022 in Review

Jefferies Group sold out of Independent Bank Group, Inc. (IBTX) in Q3 2022, closing a stake of 6,235 shares — an estimated $423K sold.

Jefferies Group first reported a position in IBTX in Q4 2019 and held it in 2 quarters. The position peaked at $446K in Q4 2019. 200 funds tracked by Wall St. Rank hold IBTX as of Q3 2022.

  • Jefferies Group reported no remaining Independent Bank Group, Inc. position as of Q3 2022 after selling out during the quarter.
  • Jefferies Group sold 6,235 Independent Bank Group, Inc. shares in Q3 2022, an estimated $423K.
  • Jefferies Group first reported a position in Independent Bank Group, Inc. in Q4 2019 and held it in 2 quarters.
  • Jefferies Group's Independent Bank Group, Inc. position peaked at $446K in Q4 2019.
  • 200 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.