SOW
IHC

State of Wyoming’s Independence Holding Company IHC Stock Holding History

State of Wyoming’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
-4,229
Closed -$210K – 2024
2021
Q3 		$210K Sell
4,229
-307
-7% -$14.1K 0.13% 158
2021
Q2 		$210K Buy
+4,536
New +$201K 0.13% 179

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

State of Wyoming's IHC Position: Q4 2021 in Review

State of Wyoming sold out of Independence Holding Company (IHC) in Q4 2021, closing a stake of 4,229 shares — an estimated $210K sold.

State of Wyoming first reported a position in IHC in Q2 2021 and held it in 2 quarters. The position peaked at $210K in Q3 2021. 73 funds tracked by Wall St. Rank hold IHC as of Q4 2021.

  • State of Wyoming reported no remaining Independence Holding Company position as of Q4 2021 after selling out during the quarter.
  • State of Wyoming sold 4,229 Independence Holding Company shares in Q4 2021, an estimated $210K.
  • State of Wyoming first reported a position in Independence Holding Company in Q2 2021 and held it in 2 quarters.
  • State of Wyoming's Independence Holding Company position peaked at $210K in Q3 2021.
  • 73 funds tracked by Wall St. Rank held Independence Holding Company as of Q4 2021.

Based on State of Wyoming's 13F filing for Q4 2021, filed 11 Feb 2022.