BCM
IHC

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

Bridgeway 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
2020
Q3 		– Sell
-13,100
Closed -$401K – 1410
2020
Q2 		$401K Sell
13,100
-11,664
-47% -$326K 0.01% 934
2020
Q1 		$633K Sell
24,764
-20,736
-46% -$775K 0.01% 682
2019
Q4 		$1.92M Sell
45,500
-1,600
-3% -$64.3K 0.03% 574
2019
Q3 		$1.82M Sell
47,100
-1,800
-4% -$68.1K 0.03% 552
2019
Q2 		$1.89M Sell
48,900
-1,900
-4% -$70.5K 0.02% 546
2019
Q1 		$1.79M Sell
50,800
-8,120
-14% -$301K 0.02% 571
2018
Q4 		$2.07M Sell
58,920
-323
-0.5% -$12K 0.03% 493
2018
Q3 		$2.13M Hold
59,243
– – 0.02% 610
2018
Q2 		$1.97M Hold
59,243
– – 0.02% 639
2018
Q1 		$2.11M Sell
59,243
-8,000
-12% -$235K 0.02% 570
2017
Q4 		$1.85M Sell
67,243
-2,700
-4% -$75.1K 0.02% 625
2017
Q3 		$1.77M Sell
69,943
-7,300
-9% -$161K 0.02% 636
2017
Q2 		$1.58M Sell
77,243
-13,247
-15% -$252K 0.02% 661
2017
Q1 		$1.68M Hold
90,490
– – 0.02% 627
2016
Q4 		$1.77M Sell
90,490
-5,000
-5% -$93.9K 0.02% 613
2016
Q3 		$1.64M Hold
95,490
– – 0.02% 604
2016
Q2 		$1.72M Sell
95,490
-11,250
-11% -$184K 0.03% 587
2016
Q1 		$1.7M Sell
106,740
-5,000
-4% -$77.5K 0.03% 570
2015
Q4 		$1.55M Hold
111,740
– – 0.03% 572
2015
Q3 		$1.45M Hold
111,740
– – 0.03% 589
2015
Q2 		$1.47M Hold
111,740
– – 0.03% 629
2015
Q1 		$1.52M Buy
111,740
+5,000
+5% +$64.1K 0.03% 624
2014
Q4 		$1.49M Hold
106,740
– – 0.03% 624
2014
Q3 		$1.42M Hold
106,740
– – 0.04% 614
2014
Q2 		$1.51M Hold
106,740
– – 0.04% 606
2014
Q1 		$1.43M Sell
106,740
-300
-0.3% -$3.87K 0.04% 616
2013
Q4 		$1.44M Buy
107,040
+300
+0.3% +$4.04K 0.04% 605
2013
Q3 		$1.52M Buy
106,740
+25,000
+31% +$350K 0.05% 535
2013
Q2 		$966K Buy
+81,740
New +$893K 0.04% 645

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

Bridgeway Capital Management's IHC Position: Q3 2020 in Review

Bridgeway Capital Management sold out of Independence Holding Company (IHC) in Q3 2020, closing a stake of 13,100 shares — an estimated $401K sold.

Bridgeway Capital Management first reported a position in IHC in Q2 2013 and held it in 29 quarters. The position peaked at $2.13M in Q3 2018. 55 funds tracked by Wall St. Rank hold IHC as of Q3 2020.

  • Bridgeway Capital Management reported no remaining Independence Holding Company position as of Q3 2020 after selling out during the quarter.
  • Bridgeway Capital Management sold 13,100 Independence Holding Company shares in Q3 2020, an estimated $401K.
  • Bridgeway Capital Management first reported a position in Independence Holding Company in Q2 2013 and held it in 29 quarters.
  • Bridgeway Capital Management's Independence Holding Company position peaked at $2.13M in Q3 2018.
  • 55 funds tracked by Wall St. Rank held Independence Holding Company as of Q3 2020.

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