EC
IHC

EJF Capital’s Independence Holding Company IHC Stock Holding History

EJF Capital’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
Q4 		– Sell
-69,309
Closed -$3.44M – 388
2021
Q3 		$3.44M Hold
69,309
– – 0.3% 74
2021
Q2 		$3.21M Buy
69,309
+7,260
+12% +$322K 0.29% 78
2021
Q1 		$2.47M Hold
62,049
– – 0.18% 115
2020
Q4 		$2.54M Hold
62,049
– – 0.25% 98
2020
Q3 		$2.34M Buy
62,049
+200
+0.3% +$6.92K 0.2% 97
2020
Q2 		$1.89M Buy
+61,849
New +$1.73M 0.29% 73

Other funds holding IHC

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EJF Capital's IHC Position: Q4 2021 in Review

EJF Capital sold out of Independence Holding Company (IHC) in Q4 2021, closing a stake of 69,309 shares — an estimated $3.44M sold.

EJF Capital first reported a position in IHC in Q2 2020 and held it in 6 quarters. The position peaked at $3.44M in Q3 2021. 73 funds tracked by Wall St. Rank hold IHC as of Q4 2021.

  • EJF Capital reported no remaining Independence Holding Company position as of Q4 2021 after selling out during the quarter.
  • EJF Capital sold 69,309 Independence Holding Company shares in Q4 2021, an estimated $3.44M.
  • EJF Capital first reported a position in Independence Holding Company in Q2 2020 and held it in 6 quarters.
  • EJF Capital's Independence Holding Company position peaked at $3.44M in Q3 2021.
  • 73 funds tracked by Wall St. Rank held Independence Holding Company as of Q4 2021.

Based on EJF Capital's 13F filing for Q4 2021, filed 11 Feb 2022.