Bank of Montreal
IHC

Bank of Montreal’s Independence Holding Company IHC Stock Holding History

Bank of Montreal’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
Q2 		– Sell
-636
Closed -$26K – 5555
2021
Q1 		$26K Sell
636
-717
-53% -$29.2K ﹤0.01% 3964
2020
Q4 		$58K Buy
1,353
+494
+58% +$19.7K ﹤0.01% 3875
2020
Q3 		$33K Sell
859
-151
-15% -$5.23K ﹤0.01% 3605
2020
Q2 		$28K Buy
1,010
+364
+56% +$10.2K ﹤0.01% 3712
2020
Q1 		$15K Sell
646
-630
-49% -$23.5K ﹤0.01% 3363
2019
Q4 		$54K Buy
1,276
+192
+18% +$7.71K ﹤0.01% 3810
2019
Q3 		$42K Buy
1,084
+18
+2% +$681 ﹤0.01% 3719
2019
Q2 		$41K Buy
1,066
+420
+65% +$15.6K ﹤0.01% 3793
2019
Q1 		$23K Sell
646
-68
-10% -$2.52K ﹤0.01% 3639
2018
Q4 		$25K Buy
714
+36
+5% +$1.33K ﹤0.01% 3571
2018
Q3 		$24K Sell
678
-1
-0.1% -$35 ﹤0.01% 3658
2018
Q2 		$22K Buy
679
+33
+5% +$1.19K ﹤0.01% 3719
2018
Q1 		$23K Sell
646
-109
-14% -$3.2K ﹤0.01% 3525
2017
Q4 		$21K Hold
755
– – ﹤0.01% 3584
2017
Q3 		$19K Hold
755
– – ﹤0.01% 3546
2017
Q2 		$15K Hold
755
– – ﹤0.01% 3629
2017
Q1 		$14K Hold
755
– – ﹤0.01% 3477
2016
Q4 		$15K Hold
755
– – ﹤0.01% 3487
2016
Q3 		$13K Hold
755
– – ﹤0.01% 3500
2016
Q2 		$14K Buy
755
+521
+223% +$8.52K ﹤0.01% 3502
2016
Q1 		$4K Hold
234
– – ﹤0.01% 3882
2015
Q4 		$3K Buy
+234
New +$3.31K ﹤0.01% 3958
2014
Q3 		– Sell
-200
Closed -$3K – 4941
2014
Q2 		$3K Buy
+200
New +$2.74K ﹤0.01% 4465

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
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
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 $3.37T AUM 44.26% 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

Bank of Montreal's IHC Position: Q2 2021 in Review

Bank of Montreal sold out of Independence Holding Company (IHC) in Q2 2021, closing a stake of 636 shares — an estimated $26K sold.

Bank of Montreal first reported a position in IHC in Q2 2014 and held it in 23 quarters. The position peaked at $58K in Q4 2020. 56 funds tracked by Wall St. Rank hold IHC as of Q2 2021.

  • Bank of Montreal reported no remaining Independence Holding Company position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 636 Independence Holding Company shares in Q2 2021, an estimated $26K.
  • Bank of Montreal first reported a position in Independence Holding Company in Q2 2014 and held it in 23 quarters.
  • Bank of Montreal's Independence Holding Company position peaked at $58K in Q4 2020.
  • 56 funds tracked by Wall St. Rank held Independence Holding Company as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.