OSAM
IHC

O'Shaughnessy Asset Management’s Independence Holding Company IHC Stock Holding History

O'Shaughnessy 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
2021
Q4 		– Sell
-172
Closed -$9K – 2839
2021
Q3 		$9K Sell
172
-873
-84% -$40.2K ﹤0.01% 2205
2021
Q2 		$48K Sell
1,045
-431
-29% -$19.1K ﹤0.01% 1591
2021
Q1 		$59K Sell
1,476
-786
-35% -$32K ﹤0.01% 1355
2020
Q4 		$93K Buy
2,262
+995
+79% +$39.7K ﹤0.01% 1096
2020
Q3 		$48K Buy
1,267
+213
+20% +$7.37K ﹤0.01% 1093
2020
Q2 		$32K Sell
1,054
-2,505
-70% -$69.9K ﹤0.01% 1079
2020
Q1 		$91K Sell
3,559
-940
-21% -$35.1K ﹤0.01% 644
2019
Q4 		$189K Buy
4,499
+162
+4% +$6.51K ﹤0.01% 631
2019
Q3 		$167K Buy
4,337
+132
+3% +$5K ﹤0.01% 559
2019
Q2 		$163K Buy
4,205
+4,094
+3,688% +$152K ﹤0.01% 566
2019
Q1 		$4K Buy
+111
New +$4.12K ﹤0.01% 831
2018
Q1 		– Sell
-2,244
Closed -$62K – 1055
2017
Q4 		$62K Buy
+2,244
New +$62.4K ﹤0.01% 716
2016
Q1 		– Sell
-966
Closed -$13K – 1087
2015
Q4 		$13K Sell
966
-76
-7% -$1.07K ﹤0.01% 712
2015
Q3 		$14K Hold
1,042
– – ﹤0.01% 685
2015
Q2 		$14K Buy
1,042
+26
+3% +$329 ﹤0.01% 713
2015
Q1 		$14K Buy
1,016
+169
+20% +$2.17K ﹤0.01% 718
2014
Q4 		$12K Buy
847
+690
+439% +$9.47K ﹤0.01% 782
2014
Q3 		$2K Buy
+157
New +$2.12K ﹤0.01% 926

Other funds holding IHC

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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

O'Shaughnessy Asset Management's IHC Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of Independence Holding Company (IHC) in Q4 2021, closing a stake of 172 shares — an estimated $9K sold.

O'Shaughnessy Asset Management first reported a position in IHC in Q3 2014 and held it in 18 quarters. The position peaked at $189K in Q4 2019. 73 funds tracked by Wall St. Rank hold IHC as of Q4 2021.

  • O'Shaughnessy Asset Management reported no remaining Independence Holding Company position as of Q4 2021 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 172 Independence Holding Company shares in Q4 2021, an estimated $9K.
  • O'Shaughnessy Asset Management first reported a position in Independence Holding Company in Q3 2014 and held it in 18 quarters.
  • O'Shaughnessy Asset Management's Independence Holding Company position peaked at $189K in Q4 2019.
  • 73 funds tracked by Wall St. Rank held Independence Holding Company as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.