BFM
IHC

Boothbay Fund Management’s Independence Holding Company IHC Stock Holding History

Boothbay Fund Management’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
Q3 		– Sell
-12,434
Closed -$380K – 1387
2020
Q2 		$380K Buy
+12,434
New +$347K 0.03% 641

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 $13.3B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boothbay Fund Management's IHC Position: Q3 2020 in Review

Boothbay Fund Management sold out of Independence Holding Company (IHC) in Q3 2020, closing a stake of 12,434 shares — an estimated $380K sold.

Boothbay Fund Management first reported a position in IHC in Q2 2020 and held it in 1 quarter. The position peaked at $380K in Q2 2020. 55 funds tracked by Wall St. Rank hold IHC as of Q3 2020.

  • Boothbay Fund Management reported no remaining Independence Holding Company position as of Q3 2020 after selling out during the quarter.
  • Boothbay Fund Management sold 12,434 Independence Holding Company shares in Q3 2020, an estimated $380K.
  • Boothbay Fund Management first reported a position in Independence Holding Company in Q2 2020 and held it in 1 quarter.
  • Boothbay Fund Management's Independence Holding Company position peaked at $380K in Q2 2020.
  • 55 funds tracked by Wall St. Rank held Independence Holding Company as of Q3 2020.

Based on Boothbay Fund Management's 13F filing for Q3 2020, filed 16 Nov 2020.