Mitsubishi UFJ Asset Management
IBTX

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

Mitsubishi UFJ 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
2024
Q4 		– Sell
-92
Closed -$5.3K – 1618
2024
Q3 		$5.3K Hold
92
– – ﹤0.01% 1403
2024
Q2 		$4.19K Hold
92
– – ﹤0.01% 1418
2024
Q1 		$4.2K Hold
92
– – ﹤0.01% 1392
2023
Q4 		$4.59K Hold
92
– – ﹤0.01% 1325
2023
Q3 		$3.64K Buy
+92
New +$3.75K ﹤0.01% 1361

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mitsubishi UFJ Asset Management's IBTX Position: Q4 2024 in Review

Mitsubishi UFJ Asset Management sold out of Independent Bank Group, Inc. (IBTX) in Q4 2024, closing a stake of 92 shares — an estimated $5.3K sold.

Mitsubishi UFJ Asset Management first reported a position in IBTX in Q3 2023 and held it in 5 quarters. The position peaked at $5.3K in Q3 2024. 187 funds tracked by Wall St. Rank hold IBTX as of Q4 2024.

  • Mitsubishi UFJ Asset Management reported no remaining Independent Bank Group, Inc. position as of Q4 2024 after selling out during the quarter.
  • Mitsubishi UFJ Asset Management sold 92 Independent Bank Group, Inc. shares in Q4 2024, an estimated $5.3K.
  • Mitsubishi UFJ Asset Management first reported a position in Independent Bank Group, Inc. in Q3 2023 and held it in 5 quarters.
  • Mitsubishi UFJ Asset Management's Independent Bank Group, Inc. position peaked at $5.3K in Q3 2024.
  • 187 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2024.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.