AI
IHC

Atom Investors’s Independence Holding Company IHC Stock Holding History

Atom Investors’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
2020
Q2 		– Sell
-187,337
Closed -$4.79M – 519
2020
Q1 		$4.79M Sell
187,337
-9,985
-5% -$373K 0.42% 62
2019
Q4 		$8.3M Buy
197,322
+3,941
+2% +$158K 0.68% 48
2019
Q3 		$7.46M Buy
193,381
+59,437
+44% +$2.25M 0.51% 62
2019
Q2 		$5.19M Buy
133,944
+7,822
+6% +$290K 0.34% 93
2019
Q1 		$4.45M Buy
126,122
+37,400
+42% +$1.39M 0.38% 81
2018
Q4 		$3.12M Buy
+88,722
New +$3.29M 0.31% 69

Other funds holding IHC

AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atom Investors's IHC Position: Q2 2020 in Review

Atom Investors sold out of Independence Holding Company (IHC) in Q2 2020, closing a stake of 187,337 shares — an estimated $4.79M sold.

Atom Investors first reported a position in IHC in Q4 2018 and held it in 6 quarters. The position peaked at $8.3M in Q4 2019. 55 funds tracked by Wall St. Rank hold IHC as of Q2 2020.

  • Atom Investors reported no remaining Independence Holding Company position as of Q2 2020 after selling out during the quarter.
  • Atom Investors sold 187,337 Independence Holding Company shares in Q2 2020, an estimated $4.79M.
  • Atom Investors first reported a position in Independence Holding Company in Q4 2018 and held it in 6 quarters.
  • Atom Investors's Independence Holding Company position peaked at $8.3M in Q4 2019.
  • 55 funds tracked by Wall St. Rank held Independence Holding Company as of Q2 2020.

Based on Atom Investors's 13F filing for Q2 2020, filed 14 Aug 2020.