Osaic Holdings’s Independence Holding Company IHC Stock Holding History

Osaic Holdings’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 Q2	–	Sell	-328	Closed	-$13K	–	7362
2021 Q1	$13K	Hold	328	–	–	﹤0.01%	5757
2020 Q4	$13K	Hold	328	–	–	﹤0.01%	5424
2020 Q3	$12K	Hold	328	–	–	﹤0.01%	5203
2020 Q2	$10K	Hold	328	–	–	﹤0.01%	5205
2020 Q1	$8K	Buy	+328	New	+$12.3K	﹤0.01%	5168

Other funds holding IHC

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Osaic Holdings's IHC Position: Q2 2021 in Review

Osaic Holdings sold out of Independence Holding Company (IHC) in Q2 2021, closing a stake of 328 shares — an estimated $13K sold.

Osaic Holdings first reported a position in IHC in Q1 2020 and held it in 5 quarters. The position peaked at $13K in Q1 2021. 56 funds tracked by Wall St. Rank hold IHC as of Q2 2021.

Osaic Holdings reported no remaining Independence Holding Company position as of Q2 2021 after selling out during the quarter.
Osaic Holdings sold 328 Independence Holding Company shares in Q2 2021, an estimated $13K.
Osaic Holdings first reported a position in Independence Holding Company in Q1 2020 and held it in 5 quarters.
Osaic Holdings's Independence Holding Company position peaked at $13K in Q1 2021.
56 funds tracked by Wall St. Rank held Independence Holding Company as of Q2 2021.

Based on Osaic Holdings's 13F filing for Q2 2021, filed 2 Aug 2021.