JG
IBTX

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

Joel Greenblatt’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
2020
Q3 		– Sell
-4,995
Closed -$202K – 1183
2020
Q2 		$202K Buy
+4,995
New +$162K 0.01% 965

Other funds holding IBTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Joel Greenblatt's IBTX Position: Q3 2020 in Review

Joel Greenblatt sold out of Independent Bank Group, Inc. (IBTX) in Q3 2020, closing a stake of 4,995 shares — an estimated $202K sold.

Joel Greenblatt first reported a position in IBTX in Q2 2020 and held it in 1 quarter. The position peaked at $202K in Q2 2020. 155 funds tracked by Wall St. Rank hold IBTX as of Q3 2020.

  • Joel Greenblatt reported no remaining Independent Bank Group, Inc. position as of Q3 2020 after selling out during the quarter.
  • Joel Greenblatt sold 4,995 Independent Bank Group, Inc. shares in Q3 2020, an estimated $202K.
  • Joel Greenblatt first reported a position in Independent Bank Group, Inc. in Q2 2020 and held it in 1 quarter.
  • Joel Greenblatt's Independent Bank Group, Inc. position peaked at $202K in Q2 2020.
  • 155 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2020.

Based on Gotham Asset Management's 13F filing for Q3 2020, filed 16 Nov 2020.