JCM
IHC

Julex Capital Management’s Independence Holding Company IHC Stock Holding History

Julex Capital Management’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
2019
Q2 		– Sell
-27
Closed -$951 – 235
2019
Q1 		$951 Hold
27
– – ﹤0.01% 133
2018
Q4 		$0 Buy
+27
New +$1K ﹤0.01% 129

Other funds holding IHC

AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
AI
Atom Investors Austin, Texas $1.12B AUM 38.14% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Julex Capital Management's IHC Position: Q2 2019 in Review

Julex Capital Management sold out of Independence Holding Company (IHC) in Q2 2019, closing a stake of 27 shares — an estimated $951 sold.

Julex Capital Management first reported a position in IHC in Q4 2018 and held it in 2 quarters. The position peaked at $951 in Q1 2019. 56 funds tracked by Wall St. Rank hold IHC as of Q2 2019.

  • Julex Capital Management reported no remaining Independence Holding Company position as of Q2 2019 after selling out during the quarter.
  • Julex Capital Management sold 27 Independence Holding Company shares in Q2 2019, an estimated $951.
  • Julex Capital Management first reported a position in Independence Holding Company in Q4 2018 and held it in 2 quarters.
  • Julex Capital Management's Independence Holding Company position peaked at $951 in Q1 2019.
  • 56 funds tracked by Wall St. Rank held Independence Holding Company as of Q2 2019.

Based on Julex Capital Management's 13F filing for Q2 2019, filed 29 Oct 2019.