LSV Asset Management
IHC

LSV Asset Management’s Independence Holding Company IHC Stock Holding History

LSV Asset 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
2017
Q3 		– Sell
-44,193
Closed -$903K – 1039
2017
Q2 		$903K Hold
44,193
– – ﹤0.01% 807
2017
Q1 		$821K Hold
44,193
– – ﹤0.01% 821
2016
Q4 		$863K Hold
44,193
– – ﹤0.01% 819
2016
Q3 		$759K Hold
44,193
– – ﹤0.01% 814
2016
Q2 		$794K Hold
44,193
– – ﹤0.01% 812
2016
Q1 		$703K Buy
44,193
+5,800
+15% +$89.9K ﹤0.01% 793
2015
Q4 		$531K Buy
38,393
+1,957
+5% +$27.7K ﹤0.01% 815
2015
Q3 		$472K Buy
36,436
+2,343
+7% +$30.1K ﹤0.01% 805
2015
Q2 		$449K Hold
34,093
– – ﹤0.01% 799
2015
Q1 		$463K Sell
34,093
-6,102
-15% -$78.2K ﹤0.01% 761
2014
Q4 		$560K Sell
40,195
-8,598
-18% -$118K ﹤0.01% 746
2014
Q3 		$648K Hold
48,793
– – ﹤0.01% 722
2014
Q2 		$689K Hold
48,793
– – ﹤0.01% 709
2014
Q1 		$654K Hold
48,793
– – ﹤0.01% 687
2013
Q4 		$658K Buy
48,793
+5,858
+14% +$79K ﹤0.01% 689
2013
Q3 		$613K Buy
42,935
+10,442
+32% +$146K ﹤0.01% 706
2013
Q2 		$384K Buy
+32,493
New +$355K ﹤0.01% 740

Other funds holding IHC

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

LSV Asset Management's IHC Position: Q3 2017 in Review

LSV Asset Management sold out of Independence Holding Company (IHC) in Q3 2017, closing a stake of 44,193 shares — an estimated $903K sold.

LSV Asset Management first reported a position in IHC in Q2 2013 and held it in 17 quarters. The position peaked at $903K in Q2 2017. 51 funds tracked by Wall St. Rank hold IHC as of Q3 2017.

  • LSV Asset Management reported no remaining Independence Holding Company position as of Q3 2017 after selling out during the quarter.
  • LSV Asset Management sold 44,193 Independence Holding Company shares in Q3 2017, an estimated $903K.
  • LSV Asset Management first reported a position in Independence Holding Company in Q2 2013 and held it in 17 quarters.
  • LSV Asset Management's Independence Holding Company position peaked at $903K in Q2 2017.
  • 51 funds tracked by Wall St. Rank held Independence Holding Company as of Q3 2017.

Based on LSV Asset Management's 13F filing for Q3 2017, filed 13 Nov 2017.