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

Monarch Partners 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
2020 Q3	–	Sell	-135,990	Closed	-$5.51M	–	192
2020 Q2	$5.51M	Buy	+135,990	New	+$4.4M	1.34%	19
2018 Q3	–	Sell	-63,490	Closed	-$4.24M	–	228
2018 Q2	$4.24M	Sell	63,490 -21,023	-25%	-$1.53M	0.38%	87
2018 Q1	$5.97M	Sell	84,513 -25,522	-23%	-$1.83M	0.55%	72
2017 Q4	$7.44M	Buy	+110,035	New	+$7.11M	0.7%	64

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

Monarch Partners Asset Management's IBTX Position: Q3 2020 in Review

Monarch Partners Asset Management sold out of Independent Bank Group, Inc. (IBTX) in Q3 2020, closing a stake of 135,990 shares — an estimated $5.51M sold.

Monarch Partners Asset Management first reported a position in IBTX in Q4 2017 and held it in 4 quarters. The position peaked at $7.44M in Q4 2017. 155 funds tracked by Wall St. Rank hold IBTX as of Q3 2020.

Monarch Partners Asset Management reported no remaining Independent Bank Group, Inc. position as of Q3 2020 after selling out during the quarter.
Monarch Partners Asset Management sold 135,990 Independent Bank Group, Inc. shares in Q3 2020, an estimated $5.51M.
Monarch Partners Asset Management first reported a position in Independent Bank Group, Inc. in Q4 2017 and held it in 4 quarters.
Monarch Partners Asset Management's Independent Bank Group, Inc. position peaked at $7.44M in Q4 2017.
155 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2020.

Based on Monarch Partners Asset Management's 13F filing for Q3 2020, filed 5 Nov 2020.