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SkyOak Wealth’s Ingles Markets IMKTA Stock Holding History

SkyOak Wealth’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
-3,051
Closed -$264K – 259
2023
Q4 		$264K Sell
3,051
-125
-4% -$10.2K 0.07% 201
2023
Q3 		$239K Buy
3,176
+371
+13% +$29.9K 0.07% 197
2023
Q2 		$232K Buy
2,805
+384
+16% +$33K 0.07% 205
2023
Q1 		$215K Buy
+2,421
New +$225K 0.07% 217

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SkyOak Wealth's IMKTA Position: Q1 2024 in Review

SkyOak Wealth sold out of Ingles Markets (IMKTA) in Q1 2024, closing a stake of 3,051 shares — an estimated $264K sold.

SkyOak Wealth first reported a position in IMKTA in Q1 2023 and held it in 4 quarters. The position peaked at $264K in Q4 2023. 198 funds tracked by Wall St. Rank hold IMKTA as of Q1 2024.

  • SkyOak Wealth reported no remaining Ingles Markets position as of Q1 2024 after selling out during the quarter.
  • SkyOak Wealth sold 3,051 Ingles Markets shares in Q1 2024, an estimated $264K.
  • SkyOak Wealth first reported a position in Ingles Markets in Q1 2023 and held it in 4 quarters.
  • SkyOak Wealth's Ingles Markets position peaked at $264K in Q4 2023.
  • 198 funds tracked by Wall St. Rank held Ingles Markets as of Q1 2024.

Based on SkyOak Wealth's 13F filing for Q1 2024, filed 29 Apr 2024.