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Leavell Investment Management’s Ingles Markets IMKTA Stock Holding History

Leavell Investment Management’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
Q2 		– Sell
-4,180
Closed -$371K – 462
2023
Q1 		$371K Buy
4,180
+100
+2% +$9.28K 0.03% 361
2022
Q4 		$394K Buy
4,080
+650
+19% +$61K 0.03% 344
2022
Q3 		$272K Buy
+3,430
New +$312K 0.02% 382

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 $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Leavell Investment Management's IMKTA Position: Q2 2023 in Review

Leavell Investment Management sold out of Ingles Markets (IMKTA) in Q2 2023, closing a stake of 4,180 shares — an estimated $371K sold.

Leavell Investment Management first reported a position in IMKTA in Q3 2022 and held it in 3 quarters. The position peaked at $394K in Q4 2022. 205 funds tracked by Wall St. Rank hold IMKTA as of Q2 2023.

  • Leavell Investment Management reported no remaining Ingles Markets position as of Q2 2023 after selling out during the quarter.
  • Leavell Investment Management sold 4,180 Ingles Markets shares in Q2 2023, an estimated $371K.
  • Leavell Investment Management first reported a position in Ingles Markets in Q3 2022 and held it in 3 quarters.
  • Leavell Investment Management's Ingles Markets position peaked at $394K in Q4 2022.
  • 205 funds tracked by Wall St. Rank held Ingles Markets as of Q2 2023.

Based on Leavell Investment Management's 13F filing for Q2 2023, filed 19 Jul 2023.