Marshall Wace’s Independent Bank Group, Inc. IBTX Stock Holding History

Marshall Wace’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
2023 Q4	–	Sell	-31,453	Closed	-$1.24M	–	2782
2023 Q3	$1.24M	Sell	31,453 -7,401	-19%	-$302K	﹤0.01%	1422
2023 Q2	$1.34M	Buy	+38,854	New	+$1.44M	﹤0.01%	1604
2022 Q4	–	Sell	-34,192	Closed	-$2.1M	–	3917
2022 Q3	$2.1M	Buy	34,192 +30,812	+912%	+$2.13M	﹤0.01%	1976
2022 Q2	$230K	Buy	+3,380	New	+$236K	﹤0.01%	3123
2020 Q2	–	Sell	-11,113	Closed	-$263K	–	2137
2020 Q1	$263K	Buy	11,113 +294	+3%	+$13.5K	﹤0.01%	1124
2019 Q4	$600K	Sell	10,819 -101,282	-90%	-$5.62M	﹤0.01%	1113
2019 Q3	$5.9M	Buy	+112,101	New	+$5.92M	0.05%	457
2019 Q1	–	Sell	-188,208	Closed	-$8.61M	–	2280
2018 Q4	$8.61M	Buy	188,208 +4,407	+2%	+$250K	0.09%	287
2018 Q3	$12.2M	Buy	+183,801	New	+$12.6M	0.1%	261

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

FCM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Marshall Wace's IBTX Position: Q4 2023 in Review

Marshall Wace sold out of Independent Bank Group, Inc. (IBTX) in Q4 2023, closing a stake of 31,453 shares — an estimated $1.24M sold.

Marshall Wace first reported a position in IBTX in Q3 2018 and held it in 9 quarters. The position peaked at $12.2M in Q3 2018. 195 funds tracked by Wall St. Rank hold IBTX as of Q4 2023.

Marshall Wace reported no remaining Independent Bank Group, Inc. position as of Q4 2023 after selling out during the quarter.
Marshall Wace sold 31,453 Independent Bank Group, Inc. shares in Q4 2023, an estimated $1.24M.
Marshall Wace first reported a position in Independent Bank Group, Inc. in Q3 2018 and held it in 9 quarters.
Marshall Wace's Independent Bank Group, Inc. position peaked at $12.2M in Q3 2018.
195 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2023.

Based on Marshall Wace's 13F filing for Q4 2023, filed 14 Feb 2024.