TCW Group’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
-248,263
Closed -$14.1M 340
2021
Q4
$14.1M Sell
248,263
-18,670
-7% -$996K 0.12% 126
2021
Q3
$13.2K Sell
266,933
-50,772
-16% -$2.34M 0.03% 130
2021
Q2
$14.7M Buy
317,705
+32,974
+12% +$1.46M 0.13% 122
2021
Q1
$11.3M Sell
284,731
-10,947
-4% -$446K 0.11% 131
2020
Q4
$12.1M Sell
295,678
-40,000
-12% -$1.6M 0.11% 121
2020
Q3
$12.7M Sell
335,678
-3,575
-1% -$124K 0.14% 113
2020
Q2
$10.4M Buy
339,253
+92,690
+38% +$2.59M 0.12% 116
2020
Q1
$6.3M Buy
246,563
+21,303
+9% +$796K 0.09% 139
2019
Q4
$9.48M Sell
225,260
-13,069
-5% -$525K 0.11% 133
2019
Q3
$9.2M Sell
238,329
-31,931
-12% -$1.21M 0.1% 137
2019
Q2
$10.5M Buy
270,260
+4,243
+2% +$157K 0.11% 126
2019
Q1
$9.38M Buy
266,017
+8,074
+3% +$300K 0.09% 138
2018
Q4
$9.08M Buy
257,943
+19,337
+8% +$716K 0.09% 132
2018
Q3
$8.57M Buy
238,606
+11,428
+5% +$403K 0.07% 144
2018
Q2
$7.55M Sell
227,178
-58,313
-20% -$2.11M 0.06% 148
2018
Q1
$10.2M Buy
285,491
+8,719
+3% +$256K 0.08% 144
2017
Q4
$7.6M Buy
276,772
+9,502
+4% +$264K 0.06% 151
2017
Q3
$6.75M Sell
267,270
-50,495
-16% -$1.12M 0.05% 158
2017
Q2
$6.5M Buy
317,765
+10,395
+3% +$198K 0.05% 163
2017
Q1
$5.72M Buy
307,370
+38,688
+14% +$731K 0.05% 161
2016
Q4
$5.25M Buy
+268,682
New +$5.05M 0.04% 190

Other funds holding IHC

TCW Group's IHC Position: Q1 2022 in Review

TCW Group sold out of Independence Holding Company (IHC) in Q1 2022, closing a stake of 248,263 shares — an estimated $14.1M sold.

TCW Group first reported a position in IHC in Q4 2016 and held it in 21 quarters. The position peaked at $14.7M in Q2 2021. 2 funds tracked by Wall St. Rank hold IHC as of Q1 2022.

  • TCW Group reported no remaining Independence Holding Company position as of Q1 2022 after selling out during the quarter.
  • TCW Group sold 248,263 Independence Holding Company shares in Q1 2022, an estimated $14.1M.
  • TCW Group first reported a position in Independence Holding Company in Q4 2016 and held it in 21 quarters.
  • TCW Group's Independence Holding Company position peaked at $14.7M in Q2 2021.
  • 2 funds tracked by Wall St. Rank held Independence Holding Company as of Q1 2022.

Based on TCW Group's 13F filing for Q1 2022, filed 19 Apr 2022.