Lockheed Martin Investment Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Lockheed Martin Investment 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
2019 Q4	–	Sell	-11,220	Closed	-$590K	–	78
2019 Q3	$590K	Sell	11,220 -27,130	-71%	-$1.43M	0.04%	76
2019 Q2	$2.11M	Buy	38,350 +9,550	+33%	+$519K	0.1%	97
2019 Q1	$1.48M	Buy	28,800 +9,300	+48%	+$500K	0.07%	101
2018 Q4	$893K	Buy	19,500 +100	+0.5%	+$5.68K	0.04%	70
2018 Q3	$1.29M	Hold	19,400	–	–	0.06%	51
2018 Q2	$1.3M	Sell	19,400 -8,800	-31%	-$642K	0.06%	60
2018 Q1	$1.99M	Buy	28,200 +23,200	+464%	+$1.67M	0.08%	71
2017 Q4	$338K	Buy	+5,000	New	+$323K	0.02%	123

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

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

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

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

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lockheed Martin Investment Management's IBTX Position: Q4 2019 in Review

Lockheed Martin Investment Management sold out of Independent Bank Group, Inc. (IBTX) in Q4 2019, closing a stake of 11,220 shares — an estimated $590K sold.

Lockheed Martin Investment Management first reported a position in IBTX in Q4 2017 and held it in 8 quarters. The position peaked at $2.11M in Q2 2019. 197 funds tracked by Wall St. Rank hold IBTX as of Q4 2019.

Lockheed Martin Investment Management reported no remaining Independent Bank Group, Inc. position as of Q4 2019 after selling out during the quarter.
Lockheed Martin Investment Management sold 11,220 Independent Bank Group, Inc. shares in Q4 2019, an estimated $590K.
Lockheed Martin Investment Management first reported a position in Independent Bank Group, Inc. in Q4 2017 and held it in 8 quarters.
Lockheed Martin Investment Management's Independent Bank Group, Inc. position peaked at $2.11M in Q2 2019.
197 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2019.

Based on Lockheed Martin Investment Management's 13F filing for Q4 2019, filed 10 Feb 2020.