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Inspire Advisors’s Ingles Markets IMKTA Stock Holding History

Inspire Advisors’s Portfolio IMKTA Stock Details IMKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,014
Closed -$905K – 351
2023
Q3 		$905K Buy
12,014
+1,937
+19% +$156K 0.16% 55
2023
Q2 		$833K Buy
10,077
+1,415
+16% +$122K 0.16% 59
2023
Q1 		$768K Buy
+8,662
New +$804K 0.18% 48

Other funds holding IMKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Inspire Advisors's IMKTA Position: Q4 2023 in Review

Inspire Advisors sold out of Ingles Markets (IMKTA) in Q4 2023, closing a stake of 12,014 shares — an estimated $905K sold.

Inspire Advisors first reported a position in IMKTA in Q1 2023 and held it in 3 quarters. The position peaked at $905K in Q3 2023. 205 funds tracked by Wall St. Rank hold IMKTA as of Q4 2023.

  • Inspire Advisors reported no remaining Ingles Markets position as of Q4 2023 after selling out during the quarter.
  • Inspire Advisors sold 12,014 Ingles Markets shares in Q4 2023, an estimated $905K.
  • Inspire Advisors first reported a position in Ingles Markets in Q1 2023 and held it in 3 quarters.
  • Inspire Advisors's Ingles Markets position peaked at $905K in Q3 2023.
  • 205 funds tracked by Wall St. Rank held Ingles Markets as of Q4 2023.

Based on Inspire Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.