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Jackson Grant Investment Advisers’s Ingles Markets IMKTA Stock Holding History

Jackson Grant Investment Advisers’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
Q3 		– Sell
-48
Closed -$3.97K – 401
2023
Q2 		$3.97K Buy
48
+5
+12% +$430 ﹤0.01% 313
2023
Q1 		$3.81K Hold
43
– – ﹤0.01% 339
2022
Q4 		$4.15K Hold
43
– – ﹤0.01% 306
2022
Q3 		$3K Buy
+43
New +$3.91K ﹤0.01% 333

Other funds holding IMKTA

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $10.1B AUM 42.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jackson Grant Investment Advisers's IMKTA Position: Q3 2023 in Review

Jackson Grant Investment Advisers sold out of Ingles Markets (IMKTA) in Q3 2023, closing a stake of 48 shares — an estimated $3.97K sold.

Jackson Grant Investment Advisers first reported a position in IMKTA in Q3 2022 and held it in 4 quarters. The position peaked at $4.15K in Q4 2022. 199 funds tracked by Wall St. Rank hold IMKTA as of Q3 2023.

  • Jackson Grant Investment Advisers reported no remaining Ingles Markets position as of Q3 2023 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 48 Ingles Markets shares in Q3 2023, an estimated $3.97K.
  • Jackson Grant Investment Advisers first reported a position in Ingles Markets in Q3 2022 and held it in 4 quarters.
  • Jackson Grant Investment Advisers's Ingles Markets position peaked at $4.15K in Q4 2022.
  • 199 funds tracked by Wall St. Rank held Ingles Markets as of Q3 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q3 2023, filed 13 Oct 2023.