Federated Hermes
IHC

Federated Hermes’s Independence Holding Company IHC Stock Holding History

Federated Hermes’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
2020
Q2 		– Sell
-62
Closed -$2K – 2479
2020
Q1 		$2K Sell
62
-7
-10% -$262 ﹤0.01% 2061
2019
Q4 		$3K Hold
69
– – ﹤0.01% 2019
2019
Q3 		$3K Sell
69
-143
-67% -$5.41K ﹤0.01% 2020
2019
Q2 		$8K Hold
212
– – ﹤0.01% 1933
2019
Q1 		$7K Hold
212
– – ﹤0.01% 1941
2018
Q4 		$7K Hold
212
– – ﹤0.01% 1942
2018
Q3 		$8K Hold
212
– – ﹤0.01% 1998
2018
Q2 		$7K Buy
212
+10
+5% +$361 ﹤0.01% 1980
2018
Q1 		$7K Sell
202
-65
-24% -$1.91K ﹤0.01% 1940
2017
Q4 		$7K Buy
+267
New +$7.42K ﹤0.01% 1955
2017
Q1 		– Sell
-317
Closed -$6K – 2263
2016
Q4 		$6K Hold
317
– – ﹤0.01% 1928
2016
Q3 		$5K Hold
317
– – ﹤0.01% 1934
2016
Q2 		$6K Sell
317
-192
-38% -$3.14K ﹤0.01% 1886
2016
Q1 		$8K Hold
509
– – ﹤0.01% 1829
2015
Q4 		$7K Hold
509
– – ﹤0.01% 1846
2015
Q3 		$7K Hold
509
– – ﹤0.01% 1759
2015
Q2 		$7K Hold
509
– – ﹤0.01% 1761
2015
Q1 		$7K Hold
509
– – ﹤0.01% 1828
2014
Q4 		$7K Buy
509
+180
+55% +$2.47K ﹤0.01% 1799
2014
Q3 		$4K Buy
329
+8
+2% +$108 ﹤0.01% 1896
2014
Q2 		$5K Buy
+321
New +$4.4K ﹤0.01% 1855

Other funds holding IHC

AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes's IHC Position: Q2 2020 in Review

Federated Hermes sold out of Independence Holding Company (IHC) in Q2 2020, closing a stake of 62 shares — an estimated $2K sold.

Federated Hermes first reported a position in IHC in Q2 2014 and held it in 21 quarters. The position peaked at $8K in Q2 2019. 55 funds tracked by Wall St. Rank hold IHC as of Q2 2020.

  • Federated Hermes reported no remaining Independence Holding Company position as of Q2 2020 after selling out during the quarter.
  • Federated Hermes sold 62 Independence Holding Company shares in Q2 2020, an estimated $2K.
  • Federated Hermes first reported a position in Independence Holding Company in Q2 2014 and held it in 21 quarters.
  • Federated Hermes's Independence Holding Company position peaked at $8K in Q2 2019.
  • 55 funds tracked by Wall St. Rank held Independence Holding Company as of Q2 2020.

Based on Federated Hermes's 13F filing for Q2 2020, filed 13 Aug 2020.