SYSTEMATIC FINANCIAL MANAGEMENT LP IMKTA INGLES MARKETS A

Ownership history in SYSTEMATIC FINANCIAL MANAGEMENT LP  ·  10 quarters on record

AI Ownership Summary

SYSTEMATIC FINANCIAL MANAGEMENT LP reported INGLES MARKETS A (IMKTA) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.43% in 2026 Q1. The latest visible filing shows IMKTA at 0.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IMKTA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SYSTEMATIC FINANCIAL MANAGEMENT LP's position in INGLES MARKETS A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IMKTA was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SYSTEMATIC FINANCIAL MANAGEMENT LP held IMKTA — position size vs. price
% of Fund (quarterly)    IMKTA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 208,952 -7,262 -3.4% 0.43% $18.8M 2026-05-13 $85.24
2025 Q4 REDUCED 216,214 -3,825 -1.7% 0.35% $14.8M 2026-02-09 $86.13
2025 Q3 REDUCED 220,039 -3,435 -1.5% 0.37% $15.3M 2025-11-13 $73.04
2025 Q2 ADDED 223,474 +22,075 +11.0% 0.38% $14.2M 2025-08-13 $64.37
2025 Q1 REDUCED 201,399 -130 -0.1% 0.37% $13.1M 2025-05-14 $61.25
2024 Q4 ADDED 201,529 +4,858 +2.5% 0.33% $13.0M 2025-02-14 $64.81
2024 Q3 ADDED 196,671 +15,107 +8.3% 0.37% $14.7M 2024-11-14 $71.64
2024 Q2 ADDED 181,564 +92,164 +103.1% 0.38% $12.5M 2024-08-16 $71.13
2024 Q1 REDUCED 58.7% -10.4% 89,400 -126,814 -58.7% 0.19% $6.9M 2024-05-15 $72.83
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SYSTEMATIC FINANCIAL MANAGEMENT LP and IMKTA

These are the practical questions this page is built to answer before you even open the full history table.

How long has SYSTEMATIC FINANCIAL MANAGEMENT LP reported owning IMKTA?

SYSTEMATIC FINANCIAL MANAGEMENT LP reported IMKTA across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IMKTA position in SYSTEMATIC FINANCIAL MANAGEMENT LP's portfolio?

The largest reported portfolio weight for IMKTA was 0.43% in 2026 Q1.

What is the latest reported IMKTA position on this page?

The most recent filing on this page is 2026 Q1, when SYSTEMATIC FINANCIAL MANAGEMENT LP reported 208,952 shares, equal to 0.43% of portfolio, with an estimated market value of $18.8M.

What does the chart on this IMKTA ownership page compare?

The chart compares SYSTEMATIC FINANCIAL MANAGEMENT LP's quarterly IMKTA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SYSTEMATIC FINANCIAL MANAGEMENT LP time their IMKTA position?

Based on 13F filing dates vs. subsequent IMKTA price moves, SYSTEMATIC FINANCIAL MANAGEMENT LP correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on IMKTA relative to SPY over the holding period was -9.7%.

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