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Lenox Wealth Management’s Ingles Markets IMKTA Stock Holding History

Lenox Wealth 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
2020
Q2 		$0 Hold
5
– – ﹤0.01% 762
2020
Q1 		$0 Hold
5
– – ﹤0.01% 731
2019
Q4 		$0 Hold
5
– – ﹤0.01% 727
2019
Q3 		$0 Hold
5
– – ﹤0.01% 711
2019
Q2 		$0 Hold
5
– – ﹤0.01% 693
2019
Q1 		$0 Hold
5
– – ﹤0.01% 692
2018
Q4 		$0 Hold
5
– – ﹤0.01% 663
2018
Q3 		$0 Hold
5
– – ﹤0.01% 650
2018
Q2 		$0 Sell
5
-45
-90% -$1.42K ﹤0.01% 590
2018
Q1 		$0 Buy
+50
New +$1.67K ﹤0.01% 486

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Management's IMKTA Position: Q2 2020 in Review

Lenox Wealth Management held its Ingles Markets (IMKTA) position steady in Q2 2020 at 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Lenox Wealth Management first reported a position in IMKTA in Q1 2018 and has held it in 10 quarters since. 164 funds tracked by Wall St. Rank hold IMKTA as of Q2 2020.

  • Lenox Wealth Management held 5 shares of Ingles Markets worth $0 as of Q2 2020.
  • Lenox Wealth Management left its Ingles Markets share count unchanged in Q2 2020.
  • Ingles Markets made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #762 holding.
  • Lenox Wealth Management first reported a position in Ingles Markets in Q1 2018 and has held it in 10 quarters since.
  • 164 funds tracked by Wall St. Rank held Ingles Markets as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.