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

Copeland 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
2021 Q3	–	Sell	-573	Closed	-$27K	–	281
2021 Q2	$27K	Buy	573 +2	+0.4%	+$89	﹤0.01%	191
2021 Q1	$23K	Buy	571 +43	+8%	+$1.75K	﹤0.01%	202
2020 Q4	$22K	Buy	528 +4	+0.8%	+$160	﹤0.01%	188
2020 Q3	$20K	Hold	524	–	–	﹤0.01%	167
2020 Q2	$16K	Buy	524 +19	+4%	+$530	﹤0.01%	182
2020 Q1	$13K	Buy	505 +99	+24%	+$3.7K	﹤0.01%	188
2019 Q4	$17K	Hold	406	–	–	﹤0.01%	192
2019 Q3	$16K	Hold	406	–	–	﹤0.01%	191
2019 Q2	$16K	Buy	406 +21	+5%	+$779	﹤0.01%	189
2019 Q1	$14K	Buy	385 +13	+3%	+$483	﹤0.01%	191
2018 Q4	$13K	Buy	+372	New	+$13.8K	﹤0.01%	176

Other funds holding IHC

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

PCM

Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return

Copeland Capital Management's IHC Position: Q3 2021 in Review

Copeland Capital Management sold out of Independence Holding Company (IHC) in Q3 2021, closing a stake of 573 shares — an estimated $27K sold.

Copeland Capital Management first reported a position in IHC in Q4 2018 and held it in 11 quarters. The position peaked at $27K in Q2 2021. 55 funds tracked by Wall St. Rank hold IHC as of Q3 2021.

Copeland Capital Management reported no remaining Independence Holding Company position as of Q3 2021 after selling out during the quarter.
Copeland Capital Management sold 573 Independence Holding Company shares in Q3 2021, an estimated $27K.
Copeland Capital Management first reported a position in Independence Holding Company in Q4 2018 and held it in 11 quarters.
Copeland Capital Management's Independence Holding Company position peaked at $27K in Q2 2021.
55 funds tracked by Wall St. Rank held Independence Holding Company as of Q3 2021.

Based on Copeland Capital Management's 13F filing for Q3 2021, filed 20 Oct 2021.