Steve Schonfeld’s Independent Bank Group, Inc. IBTX Stock Holding History

Steve Schonfeld’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 Q2	–	Sell	-37,291	Closed	-$883K	–	1673
2020 Q1	$883K	Buy	+37,291	New	+$1.71M	0.06%	409
2018 Q2	–	Sell	-87,500	Closed	-$6.19M	–	1103
2018 Q1	$6.19M	Buy	87,500 +82,718	+1,730%	+$5.95M	0.46%	44
2017 Q4	$323K	Buy	+4,782	New	+$309K	0.03%	570

Other funds holding IBTX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Steve Schonfeld's IBTX Position: Q2 2020 in Review

Steve Schonfeld sold out of Independent Bank Group, Inc. (IBTX) in Q2 2020, closing a stake of 37,291 shares — an estimated $883K sold.

Steve Schonfeld first reported a position in IBTX in Q4 2017 and held it in 3 quarters. The position peaked at $6.19M in Q1 2018. 155 funds tracked by Wall St. Rank hold IBTX as of Q2 2020.

Steve Schonfeld reported no remaining Independent Bank Group, Inc. position as of Q2 2020 after selling out during the quarter.
Steve Schonfeld sold 37,291 Independent Bank Group, Inc. shares in Q2 2020, an estimated $883K.
Steve Schonfeld first reported a position in Independent Bank Group, Inc. in Q4 2017 and held it in 3 quarters.
Steve Schonfeld's Independent Bank Group, Inc. position peaked at $6.19M in Q1 2018.
155 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2020.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.