PP
IBTX

PDT Partners’s Independent Bank Group, Inc. IBTX Stock Holding History

PDT Partners’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
Q2 		– Sell
-11,477
Closed -$524K – 774
2024
Q1 		$524K Buy
11,477
+10
+0.1% +$466 0.05% 446
2023
Q4 		$583K Sell
11,467
-25,284
-69% -$1.03M 0.06% 379
2023
Q3 		$1.45M Sell
36,751
-9,770
-21% -$399K 0.18% 185
2023
Q2 		$1.61M Buy
46,521
+40,274
+645% +$1.5M 0.22% 160
2023
Q1 		$290K Sell
6,247
-7,894
-56% -$448K 0.04% 467
2022
Q4 		$850K Buy
14,141
+6,707
+90% +$426K 0.14% 270
2022
Q3 		$456K Sell
7,434
-3,708
-33% -$256K 0.07% 459
2022
Q2 		$757K Buy
11,142
+550
+5% +$38.4K 0.07% 473
2022
Q1 		$754K Buy
10,592
+6,344
+149% +$483K 0.06% 465
2021
Q4 		$306K Buy
+4,248
New +$307K 0.02% 665
2020
Q2 		– Sell
-11,665
Closed -$276K – 896
2020
Q1 		$276K Buy
+11,665
New +$536K 0.02% 495
2015
Q4 		– Sell
-5,837
Closed -$224K – 1282
2015
Q3 		$224K Buy
+5,837
New +$246K 0.01% 1122
2015
Q2 		– Sell
-10,679
Closed -$416K – 1888
2015
Q1 		$416K Sell
10,679
-732
-6% -$26.1K 0.01% 1080
2014
Q4 		$446K Buy
11,411
+2,301
+25% +$100K 0.04% 469
2014
Q3 		$432K Buy
9,110
+68
+0.8% +$3.4K 0.01% 983
2014
Q2 		$503K Buy
+9,042
New +$476K 0.01% 1006

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

PDT Partners's IBTX Position: Q2 2024 in Review

PDT Partners sold out of Independent Bank Group, Inc. (IBTX) in Q2 2024, closing a stake of 11,477 shares — an estimated $524K sold.

PDT Partners first reported a position in IBTX in Q2 2014 and held it in 16 quarters. The position peaked at $1.61M in Q2 2023. 194 funds tracked by Wall St. Rank hold IBTX as of Q2 2024.

  • PDT Partners reported no remaining Independent Bank Group, Inc. position as of Q2 2024 after selling out during the quarter.
  • PDT Partners sold 11,477 Independent Bank Group, Inc. shares in Q2 2024, an estimated $524K.
  • PDT Partners first reported a position in Independent Bank Group, Inc. in Q2 2014 and held it in 16 quarters.
  • PDT Partners's Independent Bank Group, Inc. position peaked at $1.61M in Q2 2023.
  • 194 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2024.

Based on PDT Partners's 13F filing for Q2 2024, filed 15 Aug 2024.