Summit Creek Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History

Summit Creek Advisors’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
2023 Q2	–	Sell	-140,000	Closed	-$6.49M	–	74
2023 Q1	$6.49M	Buy	140,000 +26,308	+23%	+$1.49M	0.84%	48
2022 Q4	$6.83M	Buy	113,692 +318	+0.3%	+$20.2K	0.93%	44
2022 Q3	$6.96M	Sell	113,374 -2,511	-2%	-$173K	0.96%	43
2022 Q2	$7.87M	Hold	115,885	–	–	1%	43
2022 Q1	$8.25M	Sell	115,885 -93,437	-45%	-$7.11M	0.93%	44
2021 Q4	$15.1M	Buy	209,322 +5,861	+3%	+$424K	1.52%	31
2021 Q3	$14.5M	Buy	203,461 +14,030	+7%	+$977K	1.53%	36
2021 Q2	$14M	Buy	189,431 +36,350	+24%	+$2.75M	1.67%	34
2021 Q1	$11.1M	Sell	153,081 -4,558	-3%	-$320K	1.32%	38
2020 Q4	$9.86M	Sell	157,639 -1,230	-0.8%	-$68.1K	1.26%	39
2020 Q3	$7.02M	Sell	158,869 -16,080	-9%	-$711K	1.04%	44
2020 Q2	$7.09M	Sell	174,949 -100	-0.1%	-$3.24K	1.04%	45
2020 Q1	$4.14M	Sell	175,049 -1,000	-0.6%	-$45.9K	0.83%	49
2019 Q4	$9.76M	Sell	176,049 -118,070	-40%	-$6.56M	1.53%	34
2019 Q3	$15.5M	Sell	294,119 -1,070	-0.4%	-$56.5K	2.6%	13
2019 Q2	$16.2M	Buy	295,189 +15,310	+5%	+$833K	2.72%	11
2019 Q1	$14.4M	Buy	279,879 +66,618	+31%	+$3.58M	2.56%	12
2018 Q4	$9.76M	Sell	213,261 -7,530	-3%	-$428K	1.97%	21
2018 Q3	$14.6M	Buy	220,791 +54,160	+33%	+$3.7M	2.35%	16
2018 Q2	$11.1M	Sell	166,631 -15,720	-9%	-$1.15M	2%	22
2018 Q1	$12.9M	Buy	182,351 +24,430	+15%	+$1.76M	2.34%	13
2017 Q4	$10.7M	Sell	157,921 -1,065	-0.7%	-$68.9K	2%	24
2017 Q3	$9.59M	Buy	158,986 +45,019	+40%	+$2.62M	1.89%	30
2017 Q2	$6.78M	Buy	+113,967	New	+$6.8M	1.4%	40

Other funds holding IBTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Summit Creek Advisors's IBTX Position: Q2 2023 in Review

Summit Creek Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q2 2023, closing a stake of 140,000 shares — an estimated $6.49M sold.

Summit Creek Advisors first reported a position in IBTX in Q2 2017 and held it in 24 quarters. The position peaked at $16.2M in Q2 2019. 178 funds tracked by Wall St. Rank hold IBTX as of Q2 2023.

Summit Creek Advisors reported no remaining Independent Bank Group, Inc. position as of Q2 2023 after selling out during the quarter.
Summit Creek Advisors sold 140,000 Independent Bank Group, Inc. shares in Q2 2023, an estimated $6.49M.
Summit Creek Advisors first reported a position in Independent Bank Group, Inc. in Q2 2017 and held it in 24 quarters.
Summit Creek Advisors's Independent Bank Group, Inc. position peaked at $16.2M in Q2 2019.
178 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2023.

Based on Summit Creek Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.