Geode Capital Management’s Independence Holding Company IHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-91,495
| Closed | -$5.18M | – | 5091 |
|
|
2021
Q4 | $5.18M | Sell |
91,495
-321
| -0.3% | -$17.1K | ﹤0.01% | 2879 |
|
|
2021
Q3 | $4.55M | Buy |
91,816
+881
| +1% | +$40.5K | ﹤0.01% | 2962 |
|
|
2021
Q2 | $4.21M | Buy |
90,935
+4,063
| +5% | +$180K | ﹤0.01% | 3006 |
|
|
2021
Q1 | $3.46M | Buy |
86,872
+524
| +0.6% | +$21.4K | ﹤0.01% | 2964 |
|
|
2020
Q4 | $3.54M | Buy |
86,348
+2,134
| +3% | +$85.2K | ﹤0.01% | 2780 |
|
|
2020
Q3 | $3.17M | Sell |
84,214
-3,948
| -4% | -$137K | ﹤0.01% | 2639 |
|
|
2020
Q2 | $2.7M | Buy |
88,162
+2,648
| +3% | +$73.9K | ﹤0.01% | 2681 |
|
|
2020
Q1 | $2.19M | Buy |
85,514
+2,085
| +2% | +$77.9K | ﹤0.01% | 2625 |
|
|
2019
Q4 | $3.51M | Buy |
83,429
+1,742
| +2% | +$70K | ﹤0.01% | 2664 |
|
|
2019
Q3 | $3.15M | Buy |
81,687
+93
| +0.1% | +$3.52K | ﹤0.01% | 2657 |
|
|
2019
Q2 | $3.16M | Buy |
81,594
+5,553
| +7% | +$206K | ﹤0.01% | 2661 |
|
|
2019
Q1 | $2.68M | Buy |
76,041
+1,783
| +2% | +$66.2K | ﹤0.01% | 2682 |
|
|
2018
Q4 | $2.61M | Buy |
74,258
+1,864
| +3% | +$69K | ﹤0.01% | 2610 |
|
|
2018
Q3 | $2.6M | Sell |
72,394
-44,871
| -38% | -$1.58M | ﹤0.01% | 2741 |
|
|
2018
Q2 | $3.9M | Sell |
117,265
-6,956
| -6% | -$251K | ﹤0.01% | 2471 |
|
|
2018
Q1 | $4.43M | Buy |
124,221
+559
| +0.5% | +$16.4K | ﹤0.01% | 2307 |
|
|
2017
Q4 | $3.39M | Buy |
123,662
+748
| +0.6% | +$20.8K | ﹤0.01% | 2453 |
|
|
2017
Q3 | $3.1M | Sell |
122,914
-930
| -0.8% | -$20.6K | ﹤0.01% | 2484 |
|
|
2017
Q2 | $2.53M | Buy |
123,844
+985
| +0.8% | +$18.8K | ﹤0.01% | 2596 |
|
|
2017
Q1 | $2.29M | Buy |
122,859
+81,974
| +200% | +$1.55M | ﹤0.01% | 2593 |
|
|
2016
Q4 | $799K | Buy |
40,885
+606
| +2% | +$11.4K | ﹤0.01% | 3098 |
|
|
2016
Q3 | $691K | Buy |
40,279
+1,614
| +4% | +$28.2K | ﹤0.01% | 3123 |
|
|
2016
Q2 | $694K | Buy |
38,665
+700
| +2% | +$11.4K | ﹤0.01% | 3072 |
|
|
2016
Q1 | $604 | Buy |
37,965
+744
| +2% | +$11.5K | ﹤0.01% | 3126 |
|
|
2015
Q4 | $515K | Hold |
37,221
| – | – | ﹤0.01% | 3269 |
|
|
2015
Q3 | $482K | Hold |
37,221
| – | – | ﹤0.01% | 3234 |
|
|
2015
Q2 | $490K | Buy |
37,221
+921
| +3% | +$11.7K | ﹤0.01% | 3212 |
|
|
2015
Q1 | $493K | Hold |
36,300
| – | – | ﹤0.01% | 3203 |
|
|
2014
Q4 | $506K | Hold |
36,300
| – | – | ﹤0.01% | 3186 |
|
|
2014
Q3 | $482K | Buy |
36,300
+1,516
| +4% | +$20.4K | ﹤0.01% | 3190 |
|
|
2014
Q2 | $491K | Buy |
34,784
+1,362
| +4% | +$18.7K | ﹤0.01% | 3176 |
|
|
2014
Q1 | $448K | Buy |
33,422
+1,841
| +6% | +$23.7K | ﹤0.01% | 3198 |
|
|
2013
Q4 | $426K | Buy |
31,581
+300
| +1% | +$4.04K | ﹤0.01% | 3148 |
|
|
2013
Q3 | $447K | Buy |
31,281
+898
| +3% | +$12.6K | ﹤0.01% | 3002 |
|
|
2013
Q2 | $359K | Buy |
+30,383
| New | +$332K | ﹤0.01% | 3019 |
|
Other funds holding IHC
Geode Capital Management's IHC Position: Q1 2022 in Review
Geode Capital Management sold out of Independence Holding Company (IHC) in Q1 2022, closing a stake of 91,495 shares — an estimated $5.18M sold.
Geode Capital Management first reported a position in IHC in Q2 2013 and held it in 35 quarters. The position peaked at $5.18M in Q4 2021. 2 funds tracked by Wall St. Rank hold IHC as of Q1 2022.
- Geode Capital Management reported no remaining Independence Holding Company position as of Q1 2022 after selling out during the quarter.
- Geode Capital Management sold 91,495 Independence Holding Company shares in Q1 2022, an estimated $5.18M.
- Geode Capital Management first reported a position in Independence Holding Company in Q2 2013 and held it in 35 quarters.
- Geode Capital Management's Independence Holding Company position peaked at $5.18M in Q4 2021.
- 2 funds tracked by Wall St. Rank held Independence Holding Company as of Q1 2022.
Based on Geode Capital Management's 13F filing for Q1 2022, filed 13 May 2022.