Principal Financial Group
IMKTA icon

Principal Financial Group’s Ingles Markets IMKTA Stock Holding History

Principal Financial 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
2023
Q2 		– Sell
-3,574
Closed -$317K – 2455
2023
Q1 		$317K Buy
3,574
+247
+7% +$22.9K ﹤0.01% 2072
2022
Q4 		$321K Sell
3,327
-564
-14% -$52.9K ﹤0.01% 2081
2022
Q3 		$308K Sell
3,891
-3,568
-48% -$324K ﹤0.01% 2073
2022
Q2 		$647K Buy
7,459
+2,527
+51% +$230K ﹤0.01% 2003
2022
Q1 		$439K Sell
4,932
-2,450
-33% -$208K ﹤0.01% 2147
2021
Q4 		$637K Sell
7,382
-6,658
-47% -$508K ﹤0.01% 2074
2021
Q3 		$927K Sell
14,040
-105
-0.7% -$6.66K ﹤0.01% 2023
2021
Q2 		$824K Buy
+14,145
New +$878K ﹤0.01% 2086

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
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return