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MSD Partners’s International Bancshares IBOC Stock Holding History

MSD Partners’s Portfolio IBOC Stock Details IBOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-22,720
Closed -$985K – 53
2023
Q3 		$985K Hold
22,720
– – 0.08% 33
2023
Q2 		$1M Hold
22,720
– – 0.09% 32
2023
Q1 		$973K Hold
22,720
– – 0.08% 35
2022
Q4 		$1.04M Hold
22,720
– – 0.1% 39
2022
Q3 		$966K Hold
22,720
– – 0.08% 47
2022
Q2 		$911K Hold
22,720
– – 0.06% 57
2022
Q1 		$959K Sell
22,720
-45,440
-67% -$1.95M 0.05% 58
2021
Q4 		$2.89M Buy
68,160
+45,440
+200% +$1.95M 0.03% 77
2021
Q3 		$946K Sell
22,720
-22,718
-50% -$927K 0.03% 71
2021
Q2 		$1.95M Buy
+45,438
New +$2.12M 0.05% 69

Other funds holding IBOC

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MSD Partners's IBOC Position: Q4 2023 in Review

MSD Partners sold out of International Bancshares (IBOC) in Q4 2023, closing a stake of 22,720 shares — an estimated $985K sold.

MSD Partners first reported a position in IBOC in Q2 2021 and held it in 10 quarters. The position peaked at $2.89M in Q4 2021. 200 funds tracked by Wall St. Rank hold IBOC as of Q4 2023.

  • MSD Partners reported no remaining International Bancshares position as of Q4 2023 after selling out during the quarter.
  • MSD Partners sold 22,720 International Bancshares shares in Q4 2023, an estimated $985K.
  • MSD Partners first reported a position in International Bancshares in Q2 2021 and held it in 10 quarters.
  • MSD Partners's International Bancshares position peaked at $2.89M in Q4 2021.
  • 200 funds tracked by Wall St. Rank held International Bancshares as of Q4 2023.

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