Schroder Investment Management Group
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Schroder Investment Management Group’s International Bancshares IBOC Stock Holding History

Schroder Investment Management Group’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
-53,601
Closed -$2.32M – 1222
2023
Q3 		$2.32M Buy
+53,601
New +$2.45M ﹤0.01% 888
2020
Q3 		– Sell
-5,700
Closed -$183K – 1361
2020
Q2 		$183K Sell
5,700
-100,288
-95% -$2.88M ﹤0.01% 1102
2020
Q1 		$2.67M Sell
105,988
-26,837
-20% -$961K 0.01% 764
2019
Q4 		$5.72M Sell
132,825
-194,975
-59% -$8.08M 0.01% 727
2019
Q3 		$12.7M Buy
+327,800
New +$12M 0.02% 556
2019
Q2 		– Sell
-19,605
Closed -$745K – 1218
2019
Q1 		$745K Buy
+19,605
New +$741K ﹤0.01% 951
2017
Q2 		– Sell
-155,595
Closed -$5.56M – 1309
2017
Q1 		$5.56M Sell
155,595
-17,600
-10% -$663K 0.01% 703
2016
Q4 		$7.07M Sell
173,195
-80,400
-32% -$2.87M 0.01% 675
2016
Q3 		$7.55M Sell
253,595
-568,309
-69% -$16.1M 0.01% 674
2016
Q2 		$21.4M Sell
821,904
-64,475
-7% -$1.69M 0.04% 446
2016
Q1 		$21.8M Buy
886,379
+152,600
+21% +$3.57M 0.05% 447
2015
Q4 		$18.9M Sell
733,779
-544,600
-43% -$14.9M 0.04% 491
2015
Q3 		$32M Sell
1,278,379
-139,800
-10% -$3.66M 0.07% 341
2015
Q2 		$37.8M Buy
1,418,179
+19,664
+1% +$522K 0.07% 329
2015
Q1 		$35.4M Buy
1,398,515
+511,433
+58% +$12.6M 0.07% 338
2014
Q4 		$23.5M Buy
887,082
+658,282
+288% +$16.9M 0.05% 441
2014
Q3 		$5.64M Buy
228,800
+7,100
+3% +$185K 0.01% 768
2014
Q2 		$5.99M Buy
221,700
+48,800
+28% +$1.19M 0.01% 739
2014
Q1 		$4.34M Buy
172,900
+79,800
+86% +$1.93M ﹤0.01% 799
2013
Q4 		$2.45M Sell
93,100
-18,500
-17% -$450K ﹤0.01% 908
2013
Q3 		$2.41M Sell
111,600
-72,500
-39% -$1.7M 0.01% 888
2013
Q2 		$4.16M Buy
+184,100
New +$3.78M 0.01% 781

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

Schroder Investment Management Group's IBOC Position: Q4 2023 in Review

Schroder Investment Management Group sold out of International Bancshares (IBOC) in Q4 2023, closing a stake of 53,601 shares — an estimated $2.32M sold.

Schroder Investment Management Group first reported a position in IBOC in Q2 2013 and held it in 22 quarters. The position peaked at $37.8M in Q2 2015. 200 funds tracked by Wall St. Rank hold IBOC as of Q4 2023.

  • Schroder Investment Management Group reported no remaining International Bancshares position as of Q4 2023 after selling out during the quarter.
  • Schroder Investment Management Group sold 53,601 International Bancshares shares in Q4 2023, an estimated $2.32M.
  • Schroder Investment Management Group first reported a position in International Bancshares in Q2 2013 and held it in 22 quarters.
  • Schroder Investment Management Group's International Bancshares position peaked at $37.8M in Q2 2015.
  • 200 funds tracked by Wall St. Rank held International Bancshares as of Q4 2023.

Based on Schroder Investment Management Group's 13F filing for Q4 2023, filed 14 Feb 2024.