Maltese Capital Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Maltese Capital 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
2020 Q3	–	Sell	-415,054	Closed	-$16.8M	–	182
2020 Q2	$16.8M	Buy	415,054 +124,824	+43%	+$4.04M	2.26%	5
2020 Q1	$6.87M	Buy	290,230 +244,147	+530%	+$11.2M	0.98%	34
2019 Q4	$2.56M	Sell	46,083 -125,477	-73%	-$6.97M	0.22%	125
2019 Q3	$9.03M	Buy	171,560 +111,250	+184%	+$5.88M	0.77%	45
2019 Q2	$3.31M	Sell	60,310 -1,502	-2%	-$81.7K	0.26%	119
2019 Q1	$3.17M	Buy	+61,812	New	+$3.33M	0.24%	121
2017 Q3	–	Sell	-19,800	Closed	-$1.18M	–	218
2017 Q2	$1.18M	Sell	19,800 -5,200	-21%	-$310K	0.11%	149
2017 Q1	$1.61M	Sell	25,000 -10,000	-29%	-$630K	0.17%	132
2016 Q4	$2.18M	Buy	+35,000	New	+$1.89M	0.2%	127

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Maltese Capital Management's IBTX Position: Q3 2020 in Review

Maltese Capital Management sold out of Independent Bank Group, Inc. (IBTX) in Q3 2020, closing a stake of 415,054 shares — an estimated $16.8M sold.

Maltese Capital Management first reported a position in IBTX in Q4 2016 and held it in 9 quarters. The position peaked at $16.8M in Q2 2020. 155 funds tracked by Wall St. Rank hold IBTX as of Q3 2020.

Maltese Capital Management reported no remaining Independent Bank Group, Inc. position as of Q3 2020 after selling out during the quarter.
Maltese Capital Management sold 415,054 Independent Bank Group, Inc. shares in Q3 2020, an estimated $16.8M.
Maltese Capital Management first reported a position in Independent Bank Group, Inc. in Q4 2016 and held it in 9 quarters.
Maltese Capital Management's Independent Bank Group, Inc. position peaked at $16.8M in Q2 2020.
155 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2020.

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