Winton Group’s IBERIABANK Corp IBKC Stock Holding History

Winton Group’s Portfolio IBKC Stock Details IBKC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-25,182	Closed	-$911K	–	1655
2020 Q1	$911K	Sell	25,182 -3,308	-12%	-$206K	0.02%	841
2019 Q4	$2.13M	Buy	+28,490	New	+$2.12M	0.03%	774
2019 Q3	–	Sell	-5,147	Closed	-$390K	–	1739
2019 Q2	$390K	Buy	+5,147	New	+$391K	0.01%	776

Other funds holding IBKC

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Winton Group's IBKC Position: Q2 2020 in Review

Winton Group sold out of IBERIABANK Corp (IBKC) in Q2 2020, closing a stake of 25,182 shares — an estimated $911K sold.

Winton Group first reported a position in IBKC in Q2 2019 and held it in 3 quarters. The position peaked at $2.13M in Q4 2019. 229 funds tracked by Wall St. Rank hold IBKC as of Q2 2020.

Winton Group reported no remaining IBERIABANK Corp position as of Q2 2020 after selling out during the quarter.
Winton Group sold 25,182 IBERIABANK Corp shares in Q2 2020, an estimated $911K.
Winton Group first reported a position in IBERIABANK Corp in Q2 2019 and held it in 3 quarters.
Winton Group's IBERIABANK Corp position peaked at $2.13M in Q4 2019.
229 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2020.

Based on Winton Group's 13F filing for Q2 2020, filed 5 Aug 2020.