Bourgeon Capital Management’s Independence Holding Company IHC Stock Holding History

Bourgeon Capital 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
2022 Q1	–	Sell	-6,520	Closed	-$370K	–	319
2021 Q4	$370K	Sell	6,520 -8,850	-58%	-$472K	0.08%	84
2021 Q3	$762K	Hold	15,370	–	–	0.16%	69
2021 Q2	$712K	Hold	15,370	–	–	0.15%	79
2021 Q1	$612K	Buy	+15,370	New	+$626K	0.14%	82

Other funds holding IHC

CCM

Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return

Bourgeon Capital Management's IHC Position: Q1 2022 in Review

Bourgeon Capital Management sold out of Independence Holding Company (IHC) in Q1 2022, closing a stake of 6,520 shares — an estimated $370K sold.

Bourgeon Capital Management first reported a position in IHC in Q1 2021 and held it in 4 quarters. The position peaked at $762K in Q3 2021. 2 funds tracked by Wall St. Rank hold IHC as of Q1 2022.

Bourgeon Capital Management reported no remaining Independence Holding Company position as of Q1 2022 after selling out during the quarter.
Bourgeon Capital Management sold 6,520 Independence Holding Company shares in Q1 2022, an estimated $370K.
Bourgeon Capital Management first reported a position in Independence Holding Company in Q1 2021 and held it in 4 quarters.
Bourgeon Capital Management's Independence Holding Company position peaked at $762K in Q3 2021.
2 funds tracked by Wall St. Rank held Independence Holding Company as of Q1 2022.

Based on Bourgeon Capital Management's 13F filing for Q1 2022, filed 3 May 2022.