Y-Intercept (HK)’s Ingles Markets IMKTA Stock Holding History

Y-Intercept (HK)’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
2026 Q2	$738K	Buy	+8,331	New	+$745K	0.01%	1173
2025 Q2	–	Sell	-4,960	Closed	-$323K	–	1806
2025 Q1	$323K	Sell	4,960 -2,695	-35%	-$172K	0.02%	884
2024 Q4	$493K	Buy	7,655 +936	+14%	+$63K	0.03%	735
2024 Q3	$501K	Sell	6,719 -1,632	-20%	-$120K	0.03%	771
2024 Q2	$573K	Buy	8,351 +4,665	+127%	+$338K	0.03%	753
2024 Q1	$283K	Buy	+3,686	New	+$295K	0.02%	979
2023 Q3	–	Sell	-3,467	Closed	-$287K	–	1298
2023 Q2	$287K	Sell	3,467 -2,835	-45%	-$244K	0.03%	791
2023 Q1	$559K	Buy	6,302 +4,196	+199%	+$389K	0.06%	466
2022 Q4	$203K	Buy	+2,106	New	+$198K	0.03%	830

Other funds holding IMKTA

Wealth Enhancement Advisory Services

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Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return