Susquehanna Fundamental Investments’s Independent Bank Group, Inc. IBTX Stock Holding History

Susquehanna Fundamental Investments’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 Q3	–	Sell	-7,145	Closed	-$247K	–	635
2023 Q2	$247K	Hold	7,145	–	–	0.01%	557
2023 Q1	$331K	Sell	7,145 -4,155	-37%	-$236K	0.01%	770
2022 Q4	$679K	Buy	+11,300	New	+$718K	0.01%	768
2022 Q1	$1.14M	Buy	+15,946	New	+$1.21M	0.02%	783

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

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Susquehanna Fundamental Investments's IBTX Position: Q3 2023 in Review

Susquehanna Fundamental Investments sold out of Independent Bank Group, Inc. (IBTX) in Q3 2023, closing a stake of 7,145 shares — an estimated $247K sold.

Susquehanna Fundamental Investments first reported a position in IBTX in Q1 2022 and held it in 4 quarters. The position peaked at $1.14M in Q1 2022. 184 funds tracked by Wall St. Rank hold IBTX as of Q3 2023.

Susquehanna Fundamental Investments reported no remaining Independent Bank Group, Inc. position as of Q3 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 7,145 Independent Bank Group, Inc. shares in Q3 2023, an estimated $247K.
Susquehanna Fundamental Investments first reported a position in Independent Bank Group, Inc. in Q1 2022 and held it in 4 quarters.
Susquehanna Fundamental Investments's Independent Bank Group, Inc. position peaked at $1.14M in Q1 2022.
184 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q3 2023, filed 14 Nov 2023.