California State Teachers Retirement System (CalSTRS)’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 |
-6,742
| Closed | -$382K | – | 3252 |
|
|
2021
Q4 | $382K | Buy |
6,742
+221
| +3% | +$11.8K | ﹤0.01% | 2605 |
|
|
2021
Q3 | $323K | Buy |
6,521
+619
| +10% | +$28.5K | ﹤0.01% | 2582 |
|
|
2021
Q2 | $273K | Sell |
5,902
-1,063
| -15% | -$47.1K | ﹤0.01% | 2932 |
|
|
2021
Q1 | $278K | Hold |
6,965
| – | – | ﹤0.01% | 2768 |
|
|
2020
Q4 | $286K | Sell |
6,965
-771
| -10% | -$30.8K | ﹤0.01% | 2681 |
|
|
2020
Q3 | $292K | Hold |
7,736
| – | – | ﹤0.01% | 2540 |
|
|
2020
Q2 | $237K | Hold |
7,736
| – | – | ﹤0.01% | 2638 |
|
|
2020
Q1 | $198K | Buy |
7,736
+88
| +1% | +$3.29K | ﹤0.01% | 2561 |
|
|
2019
Q4 | $322K | Hold |
7,648
| – | – | ﹤0.01% | 2582 |
|
|
2019
Q3 | $295K | Hold |
7,648
| – | – | ﹤0.01% | 2608 |
|
|
2019
Q2 | $296K | Buy |
7,648
+334
| +5% | +$12.4K | ﹤0.01% | 2656 |
|
|
2019
Q1 | $258K | Hold |
7,314
| – | – | ﹤0.01% | 2663 |
|
|
2018
Q4 | $257K | Buy |
7,314
+170
| +2% | +$6.3K | ﹤0.01% | 2641 |
|
|
2018
Q3 | $256K | Hold |
7,144
| – | – | ﹤0.01% | 2786 |
|
|
2018
Q2 | $238K | Sell |
7,144
-2,015
| -22% | -$72.8K | ﹤0.01% | 2835 |
|
|
2018
Q1 | $327K | Sell |
9,159
-607
| -6% | -$17.8K | ﹤0.01% | 2578 |
|
|
2017
Q4 | $268K | Hold |
9,766
| – | – | ﹤0.01% | 2720 |
|
|
2017
Q3 | $247K | Sell |
9,766
-2,400
| -20% | -$53.1K | ﹤0.01% | 2807 |
|
|
2017
Q2 | $249K | Sell |
12,166
-2,100
| -15% | -$40K | ﹤0.01% | 2856 |
|
|
2017
Q1 | $265K | Sell |
14,266
-400
| -3% | -$7.56K | ﹤0.01% | 2761 |
|
|
2016
Q4 | $287K | Sell |
14,666
-300
| -2% | -$5.63K | ﹤0.01% | 2780 |
|
|
2016
Q3 | $257K | Buy |
14,966
+300
| +2% | +$5.24K | ﹤0.01% | 2820 |
|
|
2016
Q2 | $264K | Sell |
14,666
-600
| -4% | -$9.81K | ﹤0.01% | 2819 |
|
|
2016
Q1 | $243K | Buy |
15,266
+2,186
| +17% | +$33.9K | ﹤0.01% | 2750 |
|
|
2015
Q4 | $181K | Buy |
13,080
+200
| +2% | +$2.83K | ﹤0.01% | 2880 |
|
|
2015
Q3 | $167K | Hold |
12,880
| – | – | ﹤0.01% | 2918 |
|
|
2015
Q2 | $170K | Sell |
12,880
-1,277
| -9% | -$16.2K | ﹤0.01% | 2954 |
|
|
2015
Q1 | $192K | Hold |
14,157
| – | – | ﹤0.01% | 2886 |
|
|
2014
Q4 | $197K | Buy |
14,157
+61
| +0.4% | +$837 | ﹤0.01% | 2926 |
|
|
2014
Q3 | $187K | Buy |
14,096
+81
| +0.6% | +$1.09K | ﹤0.01% | 2924 |
|
|
2014
Q2 | $198K | Sell |
14,015
-200
| -1% | -$2.74K | ﹤0.01% | 2937 |
|
|
2014
Q1 | $191K | Hold |
14,215
| – | – | ﹤0.01% | 2902 |
|
|
2013
Q4 | $192K | Hold |
14,215
| – | – | ﹤0.01% | 2899 |
|
|
2013
Q3 | $203K | Buy |
14,215
+480
| +3% | +$6.71K | ﹤0.01% | 2861 |
|
|
2013
Q2 | $162K | Buy |
+13,735
| New | +$150K | ﹤0.01% | 2903 |
|
Other funds holding IHC
California State Teachers Retirement System (CalSTRS)'s IHC Position: Q1 2022 in Review
California State Teachers Retirement System (CalSTRS) sold out of Independence Holding Company (IHC) in Q1 2022, closing a stake of 6,742 shares — an estimated $382K sold.
California State Teachers Retirement System (CalSTRS) first reported a position in IHC in Q2 2013 and held it in 35 quarters. The position peaked at $382K in Q4 2021. 2 funds tracked by Wall St. Rank hold IHC as of Q1 2022.
- California State Teachers Retirement System (CalSTRS) reported no remaining Independence Holding Company position as of Q1 2022 after selling out during the quarter.
- California State Teachers Retirement System (CalSTRS) sold 6,742 Independence Holding Company shares in Q1 2022, an estimated $382K.
- California State Teachers Retirement System (CalSTRS) first reported a position in Independence Holding Company in Q2 2013 and held it in 35 quarters.
- California State Teachers Retirement System (CalSTRS)'s Independence Holding Company position peaked at $382K in Q4 2021.
- 2 funds tracked by Wall St. Rank held Independence Holding Company as of Q1 2022.
Based on California State Teachers Retirement System (CalSTRS)'s 13F filing for Q1 2022, filed 16 May 2022.