Stone Point Capital’s Independent Bank Group, Inc. IBTX Stock Holding History

Stone Point Capital’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
2018 Q1	–	Sell	-1,322,378	Closed	-$89.4M	–	4
2017 Q4	$89.4M	Sell	1,322,378 -440,794	-25%	-$28.5M	10.22%	4
2017 Q3	$106M	Hold	1,763,172	–	–	11.01%	4
2017 Q2	$105M	Buy	+1,763,172	New	+$105M	10.55%	4

Other funds holding IBTX

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return

Stone Point Capital's IBTX Position: Q1 2018 in Review

Stone Point Capital sold out of Independent Bank Group, Inc. (IBTX) in Q1 2018, closing a stake of 1,322,378 shares — an estimated $89.4M sold.

Stone Point Capital first reported a position in IBTX in Q2 2017 and held it in 3 quarters. The position peaked at $106M in Q3 2017. 130 funds tracked by Wall St. Rank hold IBTX as of Q1 2018.

Stone Point Capital reported no remaining Independent Bank Group, Inc. position as of Q1 2018 after selling out during the quarter.
Stone Point Capital sold 1,322,378 Independent Bank Group, Inc. shares in Q1 2018, an estimated $89.4M.
Stone Point Capital first reported a position in Independent Bank Group, Inc. in Q2 2017 and held it in 3 quarters.
Stone Point Capital's Independent Bank Group, Inc. position peaked at $106M in Q3 2017.
130 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2018.

Based on Stone Point Capital's 13F filing for Q1 2018, filed 9 May 2018.