Denali Advisors’s Independence Holding Company IHC Stock Holding History

Denali Advisors’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 Q1	–	Sell	-1,240	Closed	-$51K	–	448
2020 Q4	$51K	Sell	1,240 -250	-17%	-$9.98K	0.01%	292
2020 Q3	$56K	Sell	1,490 -1,310	-47%	-$45.4K	0.01%	296
2020 Q2	$86K	Hold	2,800	–	–	0.02%	298
2020 Q1	$72K	Sell	2,800 -57	-2%	-$2.13K	0.02%	271
2019 Q4	$120K	Buy	+2,857	New	+$115K	0.02%	246
2017 Q3	–	Sell	-160	Closed	-$3K	–	310
2017 Q2	$3K	Hold	160	–	–	﹤0.01%	215
2017 Q1	$3K	Hold	160	–	–	﹤0.01%	208
2016 Q4	$3K	Hold	160	–	–	﹤0.01%	214
2016 Q3	$3K	Hold	160	–	–	﹤0.01%	208
2016 Q2	$3K	Hold	160	–	–	﹤0.01%	189
2016 Q1	$3K	Hold	160	–	–	﹤0.01%	188
2015 Q4	$2K	Hold	160	–	–	﹤0.01%	245
2015 Q3	$2K	Hold	160	–	–	﹤0.01%	255
2015 Q2	$2K	Hold	160	–	–	﹤0.01%	264
2015 Q1	$2K	Hold	160	–	–	﹤0.01%	245
2014 Q4	$2K	Hold	160	–	–	﹤0.01%	224
2014 Q3	$2K	Hold	160	–	–	﹤0.01%	206
2014 Q2	$2K	Hold	160	–	–	﹤0.01%	233
2014 Q1	$2K	Hold	160	–	–	﹤0.01%	234
2013 Q4	$2K	Buy	+160	New	+$2.16K	﹤0.01%	225

Other funds holding IHC

Arnhold LLC New York $1.36B AUM 53.52% 1-Year Est. Return

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

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

TCW Group Los Angeles, California $13.3B AUM 34.44% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Denali Advisors's IHC Position: Q1 2021 in Review

Denali Advisors sold out of Independence Holding Company (IHC) in Q1 2021, closing a stake of 1,240 shares — an estimated $51K sold.

Denali Advisors first reported a position in IHC in Q4 2013 and held it in 20 quarters. The position peaked at $120K in Q4 2019. 56 funds tracked by Wall St. Rank hold IHC as of Q1 2021.

Denali Advisors reported no remaining Independence Holding Company position as of Q1 2021 after selling out during the quarter.
Denali Advisors sold 1,240 Independence Holding Company shares in Q1 2021, an estimated $51K.
Denali Advisors first reported a position in Independence Holding Company in Q4 2013 and held it in 20 quarters.
Denali Advisors's Independence Holding Company position peaked at $120K in Q4 2019.
56 funds tracked by Wall St. Rank held Independence Holding Company as of Q1 2021.

Based on Denali Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.