LSV Asset Management’s Independent Bank Group, Inc. IBTX Stock Holding History

LSV Asset 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
2021 Q3	–	Sell	-10,100	Closed	-$747K	–	947
2021 Q2	$747K	Sell	10,100 -16,700	-62%	-$1.27M	﹤0.01%	748
2021 Q1	$1.94M	Sell	26,800 -19,900	-43%	-$1.4M	﹤0.01%	669
2020 Q4	$2.92M	Buy	46,700 +2,400	+5%	+$133K	0.01%	637
2020 Q3	$1.96M	Sell	44,300 -4,300	-9%	-$190K	﹤0.01%	657
2020 Q2	$1.97M	Buy	48,600 +34,100	+235%	+$1.1M	﹤0.01%	673
2020 Q1	$343K	Hold	14,500	–	–	﹤0.01%	826
2019 Q4	$803K	Hold	14,500	–	–	﹤0.01%	775
2019 Q3	$762K	Hold	14,500	–	–	﹤0.01%	776
2019 Q2	$796K	Hold	14,500	–	–	﹤0.01%	779
2019 Q1	$743K	Sell	14,500 -3,100	-18%	-$167K	﹤0.01%	795
2018 Q4	$805K	Buy	+17,600	New	+$1,000K	﹤0.01%	800
2017 Q1	–	Sell	-400	Closed	-$24K	–	1091
2016 Q4	$24K	Sell	400 -5,900	-94%	-$319K	﹤0.01%	1002
2016 Q3	$278K	Hold	6,300	–	–	﹤0.01%	896
2016 Q2	$270K	Hold	6,300	–	–	﹤0.01%	924
2016 Q1	$172K	Buy	+6,300	New	+$183K	﹤0.01%	922

Other funds holding IBTX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LSV Asset Management's IBTX Position: Q3 2021 in Review

LSV Asset Management sold out of Independent Bank Group, Inc. (IBTX) in Q3 2021, closing a stake of 10,100 shares — an estimated $747K sold.

LSV Asset Management first reported a position in IBTX in Q1 2016 and held it in 15 quarters. The position peaked at $2.92M in Q4 2020. 178 funds tracked by Wall St. Rank hold IBTX as of Q3 2021.

LSV Asset Management reported no remaining Independent Bank Group, Inc. position as of Q3 2021 after selling out during the quarter.
LSV Asset Management sold 10,100 Independent Bank Group, Inc. shares in Q3 2021, an estimated $747K.
LSV Asset Management first reported a position in Independent Bank Group, Inc. in Q1 2016 and held it in 15 quarters.
LSV Asset Management's Independent Bank Group, Inc. position peaked at $2.92M in Q4 2020.
178 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2021.

Based on LSV Asset Management's 13F filing for Q3 2021, filed 4 Nov 2021.