HI
IHC

Harbour Investments’s Independence Holding Company IHC Stock Holding History

Harbour Investments’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
-354
Closed -$18K – 4057
2021
Q3 		$18K Hold
354
– – ﹤0.01% 2368
2021
Q2 		$16K Buy
+354
New +$15.7K ﹤0.01% 2487

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

Harbour Investments's IHC Position: Q4 2021 in Review

Harbour Investments sold out of Independence Holding Company (IHC) in Q4 2021, closing a stake of 354 shares — an estimated $18K sold.

Harbour Investments first reported a position in IHC in Q2 2021 and held it in 2 quarters. The position peaked at $18K in Q3 2021. 73 funds tracked by Wall St. Rank hold IHC as of Q4 2021.

  • Harbour Investments reported no remaining Independence Holding Company position as of Q4 2021 after selling out during the quarter.
  • Harbour Investments sold 354 Independence Holding Company shares in Q4 2021, an estimated $18K.
  • Harbour Investments first reported a position in Independence Holding Company in Q2 2021 and held it in 2 quarters.
  • Harbour Investments's Independence Holding Company position peaked at $18K in Q3 2021.
  • 73 funds tracked by Wall St. Rank held Independence Holding Company as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.