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Leuthold Group’s Ingles Markets IMKTA Stock Holding History

Leuthold Group’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
2024
Q1 		– Sell
-2,429
Closed -$210K – 186
2023
Q4 		$210K Buy
+2,429
New +$198K 0.03% 171
2023
Q3 		– Sell
-2,459
Closed -$203K – 200
2023
Q2 		$203K Buy
+2,459
New +$212K 0.03% 196

Other funds holding IMKTA

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
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
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

Leuthold Group's IMKTA Position: Q1 2024 in Review

Leuthold Group sold out of Ingles Markets (IMKTA) in Q1 2024, closing a stake of 2,429 shares — an estimated $210K sold.

Leuthold Group first reported a position in IMKTA in Q2 2023 and held it in 2 quarters. The position peaked at $210K in Q4 2023. 198 funds tracked by Wall St. Rank hold IMKTA as of Q1 2024.

  • Leuthold Group reported no remaining Ingles Markets position as of Q1 2024 after selling out during the quarter.
  • Leuthold Group sold 2,429 Ingles Markets shares in Q1 2024, an estimated $210K.
  • Leuthold Group first reported a position in Ingles Markets in Q2 2023 and held it in 2 quarters.
  • Leuthold Group's Ingles Markets position peaked at $210K in Q4 2023.
  • 198 funds tracked by Wall St. Rank held Ingles Markets as of Q1 2024.

Based on Leuthold Group's 13F filing for Q1 2024, filed 6 May 2024.