AllianceBernstein
IHC

AllianceBernstein’s Independence Holding Company IHC Stock Holding History

AllianceBernstein’s Portfolio IHC Stock Details IHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-6,172
Closed -$253K – 3379
2020
Q4 		$253K Sell
6,172
-252
-4% -$10.1K ﹤0.01% 2927
2020
Q3 		$242K Sell
6,424
-139
-2% -$4.81K ﹤0.01% 2906
2020
Q2 		$201K Buy
+6,563
New +$183K ﹤0.01% 3005
2018
Q4 		– Sell
-9,384
Closed -$337K – 3224
2018
Q3 		$337K Buy
9,384
+100
+1% +$3.53K ﹤0.01% 2789
2018
Q2 		$309K Hold
9,284
– – ﹤0.01% 2805
2018
Q1 		$331K Buy
9,284
+800
+9% +$23.5K ﹤0.01% 2662
2017
Q4 		$233K Buy
8,484
+100
+1% +$2.78K ﹤0.01% 2816
2017
Q3 		$212K Buy
+8,384
New +$185K ﹤0.01% 2911
2015
Q2 		– Sell
-7,984
Closed -$109K – 3561
2015
Q1 		$109K Hold
7,984
– – ﹤0.01% 3009
2014
Q4 		$111K Sell
7,984
-300
-4% -$4.12K ﹤0.01% 2973
2014
Q3 		$110K Sell
8,284
-600
-7% -$8.09K ﹤0.01% 2949
2014
Q2 		$126K Sell
8,884
-600
-6% -$8.22K ﹤0.01% 2942
2014
Q1 		$127K Sell
9,484
-200
-2% -$2.58K ﹤0.01% 2921
2013
Q4 		$131K Sell
9,684
-400
-4% -$5.39K ﹤0.01% 2884
2013
Q3 		$144K Sell
10,084
-360
-3% -$5.04K ﹤0.01% 2923
2013
Q2 		$123K Buy
+10,444
New +$114K ﹤0.01% 2928

Other funds holding IHC

AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AllianceBernstein's IHC Position: Q1 2021 in Review

AllianceBernstein sold out of Independence Holding Company (IHC) in Q1 2021, closing a stake of 6,172 shares — an estimated $253K sold.

AllianceBernstein first reported a position in IHC in Q2 2013 and held it in 16 quarters. The position peaked at $337K in Q3 2018. 57 funds tracked by Wall St. Rank hold IHC as of Q1 2021.

  • AllianceBernstein reported no remaining Independence Holding Company position as of Q1 2021 after selling out during the quarter.
  • AllianceBernstein sold 6,172 Independence Holding Company shares in Q1 2021, an estimated $253K.
  • AllianceBernstein first reported a position in Independence Holding Company in Q2 2013 and held it in 16 quarters.
  • AllianceBernstein's Independence Holding Company position peaked at $337K in Q3 2018.
  • 57 funds tracked by Wall St. Rank held Independence Holding Company as of Q1 2021.

Based on AllianceBernstein's 13F filing for Q1 2021, filed 6 May 2021.