Invesco
IHC

Invesco’s Independence Holding Company IHC Stock Holding History

Invesco’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
Q4 		– Sell
-7,914
Closed -$298K – 3894
2020
Q3 		$298K Sell
7,914
-357
-4% -$12.4K ﹤0.01% 3325
2020
Q2 		$254K Buy
8,271
+377
+5% +$10.5K ﹤0.01% 3392
2020
Q1 		$201K Buy
7,894
+1,334
+20% +$49.9K ﹤0.01% 3398
2019
Q4 		$276K Sell
6,560
-327
-5% -$13.1K ﹤0.01% 3448
2019
Q3 		$266K Sell
6,887
-1,217
-15% -$46.1K ﹤0.01% 3466
2019
Q2 		$314K Sell
8,104
-3,300
-29% -$122K ﹤0.01% 3490
2019
Q1 		$402K Sell
11,404
-2,470
-18% -$91.7K ﹤0.01% 3388
2018
Q4 		$488K Sell
13,874
-446
-3% -$16.5K ﹤0.01% 3281
2018
Q3 		$515K Sell
14,320
-435
-3% -$15.3K ﹤0.01% 3417
2018
Q2 		$491K Buy
+14,755
New +$533K ﹤0.01% 3429
2015
Q3 		– Sell
-5,713
Closed -$75K – 4303
2015
Q2 		$75K Sell
5,713
-26
-0.5% -$329 ﹤0.01% 3921
2015
Q1 		$78K Sell
5,739
-303
-5% -$3.88K ﹤0.01% 3834
2014
Q4 		$84K Sell
6,042
-900
-13% -$12.3K ﹤0.01% 3821
2014
Q3 		$92K Sell
6,942
-4,925
-42% -$66.4K ﹤0.01% 3850
2014
Q2 		$168K Sell
11,867
-481
-4% -$6.59K ﹤0.01% 3776
2014
Q1 		$166K Buy
12,348
+12,085
+4,595% +$156K ﹤0.01% 3828
2013
Q4 		$4K Sell
263
-78
-23% -$1.05K ﹤0.01% 4286
2013
Q3 		$5K Hold
341
– – ﹤0.01% 4273
2013
Q2 		$4K Buy
+341
New +$3.72K ﹤0.01% 4261

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco's IHC Position: Q4 2020 in Review

Invesco sold out of Independence Holding Company (IHC) in Q4 2020, closing a stake of 7,914 shares — an estimated $298K sold.

Invesco first reported a position in IHC in Q2 2013 and held it in 19 quarters. The position peaked at $515K in Q3 2018. 54 funds tracked by Wall St. Rank hold IHC as of Q4 2020.

  • Invesco reported no remaining Independence Holding Company position as of Q4 2020 after selling out during the quarter.
  • Invesco sold 7,914 Independence Holding Company shares in Q4 2020, an estimated $298K.
  • Invesco first reported a position in Independence Holding Company in Q2 2013 and held it in 19 quarters.
  • Invesco's Independence Holding Company position peaked at $515K in Q3 2018.
  • 54 funds tracked by Wall St. Rank held Independence Holding Company as of Q4 2020.

Based on Invesco's 13F filing for Q4 2020, filed 16 Feb 2021.