MAM
IBTX

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

Martingale 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
2019
Q4 		– Sell
-12,404
Closed -$653K – 1063
2019
Q3 		$653K Sell
12,404
-15,414
-55% -$814K 0.01% 838
2019
Q2 		$1.53M Buy
27,818
+1,200
+5% +$65.3K 0.02% 658
2019
Q1 		$1.37M Buy
+26,618
New +$1.43M 0.01% 701

Other funds holding IBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Martingale Asset Management's IBTX Position: Q4 2019 in Review

Martingale Asset Management sold out of Independent Bank Group, Inc. (IBTX) in Q4 2019, closing a stake of 12,404 shares — an estimated $653K sold.

Martingale Asset Management first reported a position in IBTX in Q1 2019 and held it in 3 quarters. The position peaked at $1.53M in Q2 2019. 197 funds tracked by Wall St. Rank hold IBTX as of Q4 2019.

  • Martingale Asset Management reported no remaining Independent Bank Group, Inc. position as of Q4 2019 after selling out during the quarter.
  • Martingale Asset Management sold 12,404 Independent Bank Group, Inc. shares in Q4 2019, an estimated $653K.
  • Martingale Asset Management first reported a position in Independent Bank Group, Inc. in Q1 2019 and held it in 3 quarters.
  • Martingale Asset Management's Independent Bank Group, Inc. position peaked at $1.53M in Q2 2019.
  • 197 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2019.

Based on Martingale Asset Management's 13F filing for Q4 2019, filed 10 Feb 2020.