L.J. Altfest & Co’s ICICI Bank IBN Stock Holding History

L.J. Altfest & Co’s Portfolio IBN Stock Details IBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-21,985	Closed	-$656K	–	341
2024 Q4	$656K	Sell	21,985 -766	-3%	-$23.1K	0.08%	171
2024 Q3	$679K	Sell	22,751 -498	-2%	-$14.5K	0.09%	171
2024 Q2	$670K	Buy	23,249 +480	+2%	+$12.9K	0.09%	157
2024 Q1	$601K	Buy	22,769 +1,172	+5%	+$29.3K	0.09%	169
2023 Q4	$515K	Sell	21,597 -279	-1%	-$6.42K	0.07%	179
2023 Q3	$506K	Buy	21,876 +101	+0.5%	+$2.38K	0.08%	176
2023 Q2	$503K	Sell	21,775 -306	-1%	-$6.92K	0.08%	179
2023 Q1	$477K	Buy	+22,081	New	+$461K	0.07%	172
2022 Q2	–	Sell	-26,217	Closed	-$497K	–	271
2022 Q1	$497K	Buy	+26,217	New	+$523K	0.09%	152
2021 Q2	–	Sell	-21,652	Closed	-$347K	–	283
2021 Q1	$347K	Sell	21,652 -10,676	-33%	-$174K	0.08%	189
2020 Q4	$480K	Sell	32,328 -7,886	-20%	-$99.1K	0.12%	131
2020 Q3	$395K	Buy	40,214 +6,548	+19%	+$65.2K	0.11%	144
2020 Q2	$313K	Buy	+33,666	New	+$299K	0.09%	157

Other funds holding IBN

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return

New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return