NL
IHC

NKCFO LLC’s Independence Holding Company IHC Stock Holding History

NKCFO LLC’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
Q2 		– Sell
-1,650
Closed -$42K – 99
2020
Q1 		$42K Sell
1,650
-5,700
-78% -$213K 0.04% 73
2019
Q4 		$309K Hold
7,350
– – 0.23% 36
2019
Q3 		$284K Hold
7,350
– – 0.21% 44
2019
Q2 		$285K Hold
7,350
– – 0.21% 44
2019
Q1 		$259K Buy
7,350
+2,000
+37% +$74.3K 0.18% 53
2018
Q4 		$188K Buy
+5,350
New +$198K 0.15% 52

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

NKCFO LLC's IHC Position: Q2 2020 in Review

NKCFO LLC sold out of Independence Holding Company (IHC) in Q2 2020, closing a stake of 1,650 shares — an estimated $42K sold.

NKCFO LLC first reported a position in IHC in Q4 2018 and held it in 6 quarters. The position peaked at $309K in Q4 2019. 55 funds tracked by Wall St. Rank hold IHC as of Q2 2020.

  • NKCFO LLC reported no remaining Independence Holding Company position as of Q2 2020 after selling out during the quarter.
  • NKCFO LLC sold 1,650 Independence Holding Company shares in Q2 2020, an estimated $42K.
  • NKCFO LLC first reported a position in Independence Holding Company in Q4 2018 and held it in 6 quarters.
  • NKCFO LLC's Independence Holding Company position peaked at $309K in Q4 2019.
  • 55 funds tracked by Wall St. Rank held Independence Holding Company as of Q2 2020.

Based on NKCFO LLC's 13F filing for Q2 2020, filed 4 Aug 2020.