Dimensional Fund Advisors
IHC

Dimensional Fund Advisors’s Independence Holding Company IHC Stock Holding History

Dimensional Fund 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
2022
Q1 		– Sell
-235,590
Closed -$13.4M – 3629
2021
Q4 		$13.4M Sell
235,590
-18,435
-7% -$984K ﹤0.01% 2190
2021
Q3 		$12.6M Sell
254,025
-882
-0.3% -$40.6K ﹤0.01% 2219
2021
Q2 		$11.8M Buy
254,907
+4,247
+2% +$188K ﹤0.01% 2283
2021
Q1 		$9.99M Sell
250,660
-4,459
-2% -$182K ﹤0.01% 2325
2020
Q4 		$10.5M Buy
255,119
+688
+0.3% +$27.5K ﹤0.01% 2268
2020
Q3 		$9.6M Buy
254,431
+2,196
+0.9% +$76K ﹤0.01% 2213
2020
Q2 		$7.71M Buy
252,235
+10,570
+4% +$295K ﹤0.01% 2303
2020
Q1 		$6.18M Buy
241,665
+1,148
+0.5% +$42.9K ﹤0.01% 2323
2019
Q4 		$10.1M Sell
240,517
-324
-0.1% -$13K ﹤0.01% 2343
2019
Q3 		$9.29M Buy
240,841
+5,026
+2% +$190K ﹤0.01% 2369
2019
Q2 		$9.13M Buy
235,815
+2,387
+1% +$88.6K ﹤0.01% 2427
2019
Q1 		$8.23M Buy
233,428
+9,801
+4% +$364K ﹤0.01% 2474
2018
Q4 		$7.87M Buy
223,627
+10,474
+5% +$388K ﹤0.01% 2447
2018
Q3 		$7.65M Buy
213,153
+23,623
+12% +$833K ﹤0.01% 2532
2018
Q2 		$6.3M Buy
189,530
+31,695
+20% +$1.15M ﹤0.01% 2590
2018
Q1 		$5.63M Buy
157,835
+24,751
+19% +$727K ﹤0.01% 2596
2017
Q4 		$3.65M Buy
133,084
+19,186
+17% +$533K ﹤0.01% 2715
2017
Q3 		$2.88M Sell
113,898
-876,963
-89% -$19.4M ﹤0.01% 2769
2017
Q2 		$20.3M Buy
990,861
+11,259
+1% +$215K 0.01% 2018
2017
Q1 		$18.2M Buy
979,602
+8,963
+0.9% +$169K 0.01% 2043
2016
Q4 		$19M Sell
970,639
-69
-0% -$1.3K 0.01% 2017
2016
Q3 		$16.7M Buy
970,708
+2,377
+0.2% +$41.5K 0.01% 2032
2016
Q2 		$17.4M Buy
968,331
+2,285
+0.2% +$37.4K 0.01% 1955
2016
Q1 		$15.4M Buy
966,046
+2,381
+0.2% +$36.9K 0.01% 1987
2015
Q4 		$13.3M Buy
963,665
+3,619
+0.4% +$51.1K 0.01% 2066
2015
Q3 		$12.4M Sell
960,046
-936
-0.1% -$12K 0.01% 2089
2015
Q2 		$12.7M Sell
960,982
-1,230
-0.1% -$15.6K 0.01% 2144
2015
Q1 		$13.1M Sell
962,212
-292
-0% -$3.74K 0.01% 2100
2014
Q4 		$13.4M Buy
962,504
+8,715
+0.9% +$120K 0.01% 2070
2014
Q3 		$12.7M Sell
953,789
-5,412
-0.6% -$73K 0.01% 2021
2014
Q2 		$13.6M Sell
959,201
-3,927
-0.4% -$53.8K 0.01% 2005
2014
Q1 		$12.9M Buy
963,128
+569
+0.1% +$7.33K 0.01% 1972
2013
Q4 		$13M Sell
962,559
-1,030
-0.1% -$13.9K 0.01% 1956
2013
Q3 		$13.8M Sell
963,589
-20
-0% -$280 0.01% 1816
2013
Q2 		$11.4M Buy
+963,609
New +$10.5M 0.01% 1893

Other funds holding IHC

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

Dimensional Fund Advisors's IHC Position: Q1 2022 in Review

Dimensional Fund Advisors sold out of Independence Holding Company (IHC) in Q1 2022, closing a stake of 235,590 shares — an estimated $13.4M sold.

Dimensional Fund Advisors first reported a position in IHC in Q2 2013 and held it in 35 quarters. The position peaked at $20.3M in Q2 2017. 2 funds tracked by Wall St. Rank hold IHC as of Q1 2022.

  • Dimensional Fund Advisors reported no remaining Independence Holding Company position as of Q1 2022 after selling out during the quarter.
  • Dimensional Fund Advisors sold 235,590 Independence Holding Company shares in Q1 2022, an estimated $13.4M.
  • Dimensional Fund Advisors first reported a position in Independence Holding Company in Q2 2013 and held it in 35 quarters.
  • Dimensional Fund Advisors's Independence Holding Company position peaked at $20.3M in Q2 2017.
  • 2 funds tracked by Wall St. Rank held Independence Holding Company as of Q1 2022.

Based on Dimensional Fund Advisors's 13F filing for Q1 2022, filed 13 May 2022.