State Street’s Independence Holding Company IHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-102,114
| Closed | -$5.79M | – | 4992 |
|
|
2021
Q4 | $5.79M | Sell |
102,114
-1,816
| -2% | -$96.9K | ﹤0.01% | 3168 |
|
|
2021
Q3 | $5.15M | Buy |
103,930
+7,387
| +8% | +$340K | ﹤0.01% | 3221 |
|
|
2021
Q2 | $4.49M | Buy |
96,543
+1,588
| +2% | +$70.4K | ﹤0.01% | 3301 |
|
|
2021
Q1 | $3.78M | Sell |
94,955
-11,335
| -11% | -$462K | ﹤0.01% | 3171 |
|
|
2020
Q4 | $4.38M | Sell |
106,290
-3,647
| -3% | -$146K | ﹤0.01% | 3025 |
|
|
2020
Q3 | $4.15M | Sell |
109,937
-4,848
| -4% | -$168K | ﹤0.01% | 2875 |
|
|
2020
Q2 | $3.51M | Sell |
114,785
-708
| -0.6% | -$19.8K | ﹤0.01% | 2939 |
|
|
2020
Q1 | $2.95M | Sell |
115,493
-1,012
| -0.9% | -$37.8K | ﹤0.01% | 2879 |
|
|
2019
Q4 | $4.93M | Buy |
116,505
+4,646
| +4% | +$187K | ﹤0.01% | 2856 |
|
|
2019
Q3 | $4.32M | Buy |
111,859
+10,389
| +10% | +$393K | ﹤0.01% | 2864 |
|
|
2019
Q2 | $3.95M | Sell |
101,470
-4,768
| -4% | -$177K | ﹤0.01% | 2954 |
|
|
2019
Q1 | $3.75M | Sell |
106,238
-16,378
| -13% | -$608K | ﹤0.01% | 2890 |
|
|
2018
Q4 | $4.32M | Sell |
122,616
-15,721
| -11% | -$582K | ﹤0.01% | 2791 |
|
|
2018
Q3 | $4.97M | Buy |
138,337
+8,090
| +6% | +$285K | ﹤0.01% | 2869 |
|
|
2018
Q2 | $4.33M | Buy |
130,247
+7,798
| +6% | +$282K | ﹤0.01% | 2936 |
|
|
2018
Q1 | $4.37M | Sell |
122,449
-2,343
| -2% | -$68.8K | ﹤0.01% | 2866 |
|
|
2017
Q4 | $3.43M | Buy |
124,792
+2,889
| +2% | +$80.3K | ﹤0.01% | 2962 |
|
|
2017
Q3 | $3.08M | Sell |
121,903
-1,500
| -1% | -$33.2K | ﹤0.01% | 3022 |
|
|
2017
Q2 | $2.52M | Buy |
123,403
+4,561
| +4% | +$86.9K | ﹤0.01% | 3036 |
|
|
2017
Q1 | $2.21M | Sell |
118,842
-1,732
| -1% | -$32.7K | ﹤0.01% | 3047 |
|
|
2016
Q4 | $2.36M | Buy |
120,574
+3,997
| +3% | +$75.1K | ﹤0.01% | 3036 |
|
|
2016
Q3 | $2M | Buy |
116,577
+1,986
| +2% | +$34.7K | ﹤0.01% | 2964 |
|
|
2016
Q2 | $2.06M | Sell |
114,591
-1,515
| -1% | -$24.8K | ﹤0.01% | 3014 |
|
|
2016
Q1 | $1.85M | Buy |
116,106
+2,344
| +2% | +$36.3K | ﹤0.01% | 3032 |
|
|
2015
Q4 | $1.58M | Buy |
113,762
+204
| +0.2% | +$2.88K | ﹤0.01% | 3088 |
|
|
2015
Q3 | $1.47M | Sell |
113,558
-1,067
| -0.9% | -$13.7K | ﹤0.01% | 3112 |
|
|
2015
Q2 | $1.51M | Sell |
114,625
-2,838
| -2% | -$35.9K | ﹤0.01% | 3153 |
|
|
2015
Q1 | $1.59M | Buy |
117,463
+658
| +0.6% | +$8.44K | ﹤0.01% | 3104 |
|
|
2014
Q4 | $1.63M | Sell |
116,805
-1,165
| -1% | -$16K | ﹤0.01% | 3123 |
|
|
2014
Q3 | $1.57M | Buy |
117,970
+456
| +0.4% | +$6.15K | ﹤0.01% | 3117 |
|
|
2014
Q2 | $1.66M | Buy |
117,514
+916
| +0.8% | +$12.5K | ﹤0.01% | 3125 |
|
|
2014
Q1 | $1.56M | Buy |
116,598
+14,553
| +14% | +$187K | ﹤0.01% | 3150 |
|
|
2013
Q4 | $1.38M | Sell |
102,045
-366
| -0.4% | -$4.93K | ﹤0.01% | 3193 |
|
|
2013
Q3 | $1.46M | Buy |
102,411
+1,064
| +1% | +$14.9K | ﹤0.01% | 3168 |
|
|
2013
Q2 | $1.2M | Buy |
+101,347
| New | +$1.11M | ﹤0.01% | 3164 |
|
Other funds holding IHC
State Street's IHC Position: Q1 2022 in Review
State Street sold out of Independence Holding Company (IHC) in Q1 2022, closing a stake of 102,114 shares — an estimated $5.79M sold.
State Street first reported a position in IHC in Q2 2013 and held it in 35 quarters. The position peaked at $5.79M in Q4 2021. 2 funds tracked by Wall St. Rank hold IHC as of Q1 2022.
- State Street reported no remaining Independence Holding Company position as of Q1 2022 after selling out during the quarter.
- State Street sold 102,114 Independence Holding Company shares in Q1 2022, an estimated $5.79M.
- State Street first reported a position in Independence Holding Company in Q2 2013 and held it in 35 quarters.
- State Street's Independence Holding Company position peaked at $5.79M in Q4 2021.
- 2 funds tracked by Wall St. Rank held Independence Holding Company as of Q1 2022.
Based on State Street's 13F filing for Q1 2022, filed 16 May 2022.