Schechter Investment Advisors’s ICICI Bank IBN Stock Holding History

Schechter Investment Advisors’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
2025 Q1	$674K	Sell	21,394 -8,819	-29%	-$256K	0.06%	302
2024 Q4	$902K	Sell	30,213 -1,833	-6%	-$55.3K	0.07%	254
2024 Q3	$957K	Sell	32,046 -6,925	-18%	-$202K	0.07%	258
2024 Q2	$1.12M	Buy	38,971 +1,390	+4%	+$37.2K	0.08%	215
2024 Q1	$993K	Sell	37,581 -2,088	-5%	-$52.1K	0.07%	248
2023 Q4	$946K	Buy	39,669 +1,203	+3%	+$27.7K	0.08%	239
2023 Q3	$889K	Buy	38,466 +2,342	+6%	+$55.1K	0.09%	240
2023 Q2	$834K	Buy	36,124 +7,504	+26%	+$170K	0.07%	276
2023 Q1	$618K	Sell	28,620 -13,875	-33%	-$289K	0.06%	365
2022 Q4	$930K	Buy	42,495 +1,017	+2%	+$22.7K	0.08%	314
2022 Q3	$870K	Buy	41,478 +7,085	+21%	+$150K	0.09%	333
2022 Q2	$610K	Buy	34,393 +1,864	+6%	+$34.9K	0.06%	465
2022 Q1	$616K	Buy	32,529 +2,114	+7%	+$42.2K	0.06%	468
2021 Q4	$602K	Buy	+30,415	New	+$601K	0.05%	460

Other funds holding IBN

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

NVCHI

New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Schechter Investment Advisors's IBN Position: Q1 2025 in Review

Schechter Investment Advisors reduced its ICICI Bank (IBN) stake by 29% in Q1 2025, selling an estimated $256K and leaving 21,394 shares worth $674K. The position accounts for 0.06% of the portfolio, ranked #302.

Schechter Investment Advisors first reported a position in IBN in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.12M in Q2 2024. 543 funds tracked by Wall St. Rank hold IBN as of Q1 2025.

Schechter Investment Advisors held 21,394 shares of ICICI Bank worth $674K as of Q1 2025.
Schechter Investment Advisors sold 8,819 ICICI Bank shares in Q1 2025, an estimated $256K.
ICICI Bank made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #302 holding.
Schechter Investment Advisors first reported a position in ICICI Bank in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's ICICI Bank position peaked at $1.12M in Q2 2024.
543 funds tracked by Wall St. Rank held ICICI Bank as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.