Lee Equity Partners’s Independent Bank Group, Inc. IBTX Stock Holding History

Lee Equity Partners’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
2018 Q4	$50.2M	Buy	+1,096,796	New	+$62.3M	70.61%	1

Other funds holding IBTX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Lee Equity Partners's IBTX Position: Q4 2018 in Review

Lee Equity Partners opened a new position in Independent Bank Group, Inc. (IBTX) in Q4 2018: 1,096,796 shares worth $50.2M. The stake represents 70.61% of the portfolio and ranks #1 among its holdings.

142 funds tracked by Wall St. Rank hold IBTX as of Q4 2018.

Lee Equity Partners held 1,096,796 shares of Independent Bank Group, Inc. worth $50.2M as of Q4 2018.
Independent Bank Group, Inc. was a new Lee Equity Partners position in Q4 2018.
Independent Bank Group, Inc. made up 70.61% of Lee Equity Partners's portfolio in Q4 2018, its #1 holding.
142 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2018.

Based on Lee Equity Partners's 13F filing for Q4 2018, filed 13 Feb 2019.