Bank of New York Mellon’s Independence Holding Company IHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-28,712
| Closed | -$1.63M | – | 4771 |
|
|
2021
Q4 | $1.63M | Sell |
28,712
-416
| -1% | -$22.2K | ﹤0.01% | 3117 |
|
|
2021
Q3 | $1.45M | Buy |
29,128
+505
| +2% | +$23.2K | ﹤0.01% | 3193 |
|
|
2021
Q2 | $1.33M | Sell |
28,623
-3,045
| -10% | -$135K | ﹤0.01% | 3244 |
|
|
2021
Q1 | $1.26M | Buy |
31,668
+779
| +3% | +$31.8K | ﹤0.01% | 3209 |
|
|
2020
Q4 | $1.27M | Buy |
30,889
+585
| +2% | +$23.3K | ﹤0.01% | 3122 |
|
|
2020
Q3 | $1.14M | Sell |
30,304
-854
| -3% | -$29.6K | ﹤0.01% | 3043 |
|
|
2020
Q2 | $953K | Buy |
31,158
+2,081
| +7% | +$58.1K | ﹤0.01% | 3146 |
|
|
2020
Q1 | $743K | Buy |
29,077
+4,491
| +18% | +$168K | ﹤0.01% | 3167 |
|
|
2019
Q4 | $1.03M | Sell |
24,586
-8,878
| -27% | -$357K | ﹤0.01% | 3232 |
|
|
2019
Q3 | $1.29M | Buy |
33,464
+659
| +2% | +$24.9K | ﹤0.01% | 3015 |
|
|
2019
Q2 | $1.27M | Sell |
32,805
-329
| -1% | -$12.2K | ﹤0.01% | 3062 |
|
|
2019
Q1 | $1.17M | Buy |
33,134
+696
| +2% | +$25.8K | ﹤0.01% | 3072 |
|
|
2018
Q4 | $1.14M | Buy |
32,438
+8,427
| +35% | +$312K | ﹤0.01% | 3029 |
|
|
2018
Q3 | $862K | Sell |
24,011
-4,998
| -17% | -$176K | ﹤0.01% | 3362 |
|
|
2018
Q2 | $965K | Sell |
29,009
-2,099
| -7% | -$75.9K | ﹤0.01% | 3264 |
|
|
2018
Q1 | $1.11M | Buy |
31,108
+1,578
| +5% | +$46.4K | ﹤0.01% | 3157 |
|
|
2017
Q4 | $810K | Sell |
29,530
-3,084
| -9% | -$85.7K | ﹤0.01% | 3368 |
|
|
2017
Q3 | $824K | Sell |
32,614
-9,327
| -22% | -$206K | ﹤0.01% | 3332 |
|
|
2017
Q2 | $858K | Buy |
41,941
+124
| +0.3% | +$2.36K | ﹤0.01% | 3337 |
|
|
2017
Q1 | $778K | Buy |
41,817
+2,170
| +5% | +$41K | ﹤0.01% | 3378 |
|
|
2016
Q4 | $775K | Buy |
39,647
+3,182
| +9% | +$59.8K | ﹤0.01% | 3402 |
|
|
2016
Q3 | $626K | Sell |
36,465
-2,271
| -6% | -$39.7K | ﹤0.01% | 3425 |
|
|
2016
Q2 | $696K | Buy |
38,736
+381
| +1% | +$6.23K | ﹤0.01% | 3369 |
|
|
2016
Q1 | $611K | Buy |
38,355
+2
| +0% | +$31 | ﹤0.01% | 3339 |
|
|
2015
Q4 | $531K | Sell |
38,353
-60
| -0.2% | -$848 | ﹤0.01% | 3496 |
|
|
2015
Q3 | $498K | Sell |
38,413
-5,595
| -13% | -$71.9K | ﹤0.01% | 3587 |
|
|
2015
Q2 | $581K | Buy |
44,008
+2,875
| +7% | +$36.4K | ﹤0.01% | 3585 |
|
|
2015
Q1 | $559K | Sell |
41,133
-232
| -0.6% | -$2.97K | ﹤0.01% | 3566 |
|
|
2014
Q4 | $577K | Sell |
41,365
-1,223
| -3% | -$16.8K | ﹤0.01% | 3566 |
|
|
2014
Q3 | $566K | Sell |
42,588
-697
| -2% | -$9.4K | ﹤0.01% | 3580 |
|
|
2014
Q2 | $612K | Buy |
43,285
+72
| +0.2% | +$986 | ﹤0.01% | 3544 |
|
|
2014
Q1 | $580K | Sell |
43,213
-240
| -0.6% | -$3.09K | ﹤0.01% | 3532 |
|
|
2013
Q4 | $586K | Buy |
43,453
+4,250
| +11% | +$57.3K | ﹤0.01% | 3522 |
|
|
2013
Q3 | $560K | Sell |
39,203
-24
| -0.1% | -$336 | ﹤0.01% | 3478 |
|
|
2013
Q2 | $463K | Buy |
+39,227
| New | +$428K | ﹤0.01% | 3531 |
|
Other funds holding IHC
Bank of New York Mellon's IHC Position: Q1 2022 in Review
Bank of New York Mellon sold out of Independence Holding Company (IHC) in Q1 2022, closing a stake of 28,712 shares — an estimated $1.63M sold.
Bank of New York Mellon first reported a position in IHC in Q2 2013 and held it in 35 quarters. The position peaked at $1.63M in Q4 2021. 2 funds tracked by Wall St. Rank hold IHC as of Q1 2022.
- Bank of New York Mellon reported no remaining Independence Holding Company position as of Q1 2022 after selling out during the quarter.
- Bank of New York Mellon sold 28,712 Independence Holding Company shares in Q1 2022, an estimated $1.63M.
- Bank of New York Mellon first reported a position in Independence Holding Company in Q2 2013 and held it in 35 quarters.
- Bank of New York Mellon's Independence Holding Company position peaked at $1.63M in Q4 2021.
- 2 funds tracked by Wall St. Rank held Independence Holding Company as of Q1 2022.
Based on Bank of New York Mellon's 13F filing for Q1 2022, filed 11 May 2022.