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Montag & Associates’s ICICI Bank IBN Stock Holding History

Montag & Associates’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
2024
Q1 		– Sell
-449
Closed -$10.7K – 994
2023
Q4 		$10.7K Hold
449
– – ﹤0.01% 767
2023
Q3 		$10.4K Buy
449
+27
+6% +$635 ﹤0.01% 734
2023
Q2 		$9.74K Buy
422
+166
+65% +$3.75K ﹤0.01% 761
2023
Q1 		$5.53K Buy
256
+31
+14% +$647 ﹤0.01% 808
2022
Q4 		$4.92K Buy
+225
New +$5.01K ﹤0.01% 820

Other funds holding IBN

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Montag & Associates's IBN Position: Q1 2024 in Review

Montag & Associates sold out of ICICI Bank (IBN) in Q1 2024, closing a stake of 449 shares — an estimated $10.7K sold.

Montag & Associates first reported a position in IBN in Q4 2022 and held it in 5 quarters. The position peaked at $10.7K in Q4 2023. 513 funds tracked by Wall St. Rank hold IBN as of Q1 2024.

  • Montag & Associates reported no remaining ICICI Bank position as of Q1 2024 after selling out during the quarter.
  • Montag & Associates sold 449 ICICI Bank shares in Q1 2024, an estimated $10.7K.
  • Montag & Associates first reported a position in ICICI Bank in Q4 2022 and held it in 5 quarters.
  • Montag & Associates's ICICI Bank position peaked at $10.7K in Q4 2023.
  • 513 funds tracked by Wall St. Rank held ICICI Bank as of Q1 2024.

Based on Montag & Associates's 13F filing for Q1 2024, filed 7 May 2024.