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Wellington Management Group’s
Ingles Markets
IMKTA
Stock Holding History
Wellington Management 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
2022
Q3
–
Sell
-2,804
Closed
-$243K
–
2081
2022
Q2
$243K
Hold
2,804
–
–
﹤0.01%
1983
2022
Q1
$250K
Buy
+2,804
New
+$238K
﹤0.01%
2048
2017
Q4
–
Sell
-12,899
Closed
-$332K
–
2257
2017
Q3
$332K
Sell
12,899
-2,900
-18%
-$77.3K
﹤0.01%
2112
2017
Q2
$526K
Hold
15,799
–
–
﹤0.01%
2022
2017
Q1
$682K
Hold
15,799
–
–
﹤0.01%
2020
2016
Q4
$760K
Hold
15,799
–
–
﹤0.01%
1927
2016
Q3
$625K
Sell
15,799
-13,720
-46%
-$527K
﹤0.01%
1943
2016
Q2
$1.1M
Hold
29,519
–
–
﹤0.01%
1758
2016
Q1
$1.11M
Buy
29,519
+2,600
+10%
+$93K
﹤0.01%
1772
2015
Q4
$1.19M
Buy
+26,919
New
+$1.34M
﹤0.01%
1784
Other funds holding IMKTA
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$6.9T AUM
27.45%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
BlackRock
New York
$5.7T 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
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
GI
GAMCO Investors
Greenwich, Connecticut
$10.2B AUM
30.27%
1-Year Est. Return
GF
Gabelli Funds
Rye, New York
$14.8B AUM
32.24%
1-Year Est. Return
DZ Bank
Frankfurt Am Main, Germany
$110B AUM
36.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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