Stevens Capital Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Stevens Capital 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 Q1	–	Sell	-25,279	Closed	-$1.4M	–	556
2019 Q4	$1.4M	Buy	+25,279	New	+$1.4M	0.13%	170
2019 Q1	–	Sell	-5,514	Closed	-$252K	–	986
2018 Q4	$252K	Buy	+5,514	New	+$313K	0.01%	599
2018 Q3	–	Sell	-5,142	Closed	-$343K	–	1078
2018 Q2	$343K	Buy	+5,142	New	+$375K	0.01%	600

Other funds holding IBTX

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

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

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

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

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

FCM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

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

Stevens Capital Management's IBTX Position: Q1 2020 in Review

Stevens Capital Management sold out of Independent Bank Group, Inc. (IBTX) in Q1 2020, closing a stake of 25,279 shares — an estimated $1.4M sold.

Stevens Capital Management first reported a position in IBTX in Q2 2018 and held it in 3 quarters. The position peaked at $1.4M in Q4 2019. 162 funds tracked by Wall St. Rank hold IBTX as of Q1 2020.

Stevens Capital Management reported no remaining Independent Bank Group, Inc. position as of Q1 2020 after selling out during the quarter.
Stevens Capital Management sold 25,279 Independent Bank Group, Inc. shares in Q1 2020, an estimated $1.4M.
Stevens Capital Management first reported a position in Independent Bank Group, Inc. in Q2 2018 and held it in 3 quarters.
Stevens Capital Management's Independent Bank Group, Inc. position peaked at $1.4M in Q4 2019.
162 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2020.

Based on Stevens Capital Management's 13F filing for Q1 2020, filed 21 Apr 2020.