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Westwood Holdings Group’s International Bancshares IBOC Stock Holding History

Westwood Holdings Group’s Portfolio IBOC Stock Details IBOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-554,739
Closed -$23.8M – 456
2021
Q2 		$23.8M Buy
554,739
+31,625
+6% +$1.48M 0.24% 137
2021
Q1 		$24.3M Buy
523,114
+15,911
+3% +$699K 0.24% 140
2020
Q4 		$19M Buy
507,203
+32,370
+7% +$1.03M 0.22% 139
2020
Q3 		$12.4M Buy
474,833
+63,325
+15% +$1.93M 0.16% 188
2020
Q2 		$13.2M Buy
+411,508
New +$11.8M 0.17% 178

Other funds holding IBOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Westwood Holdings Group's IBOC Position: Q3 2021 in Review

Westwood Holdings Group sold out of International Bancshares (IBOC) in Q3 2021, closing a stake of 554,739 shares — an estimated $23.8M sold.

Westwood Holdings Group first reported a position in IBOC in Q2 2020 and held it in 5 quarters. The position peaked at $24.3M in Q1 2021. 189 funds tracked by Wall St. Rank hold IBOC as of Q3 2021.

  • Westwood Holdings Group reported no remaining International Bancshares position as of Q3 2021 after selling out during the quarter.
  • Westwood Holdings Group sold 554,739 International Bancshares shares in Q3 2021, an estimated $23.8M.
  • Westwood Holdings Group first reported a position in International Bancshares in Q2 2020 and held it in 5 quarters.
  • Westwood Holdings Group's International Bancshares position peaked at $24.3M in Q1 2021.
  • 189 funds tracked by Wall St. Rank held International Bancshares as of Q3 2021.

Based on Westwood Holdings Group's 13F filing for Q3 2021, filed 12 Nov 2021.