UBS 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 |
-19,478
| Closed | -$1.1M | – | 11646 |
|
|
2021
Q4 | $1.1M | Buy |
19,478
+19,361
| +16,548% | +$1.03M | ﹤0.01% | 4300 |
|
|
2021
Q3 | $6K | Buy |
+117
| New | +$5.38K | ﹤0.01% | 8505 |
|
|
2021
Q2 | – | Sell |
-1,369
| Closed | -$55K | – | 10436 |
|
|
2021
Q1 | $55K | Buy |
1,369
+435
| +47% | +$17.7K | ﹤0.01% | 6458 |
|
|
2020
Q4 | $38K | Buy |
934
+641
| +219% | +$25.6K | ﹤0.01% | 6441 |
|
|
2020
Q3 | $11K | Sell |
293
-4,652
| -94% | -$161K | ﹤0.01% | 6824 |
|
|
2020
Q2 | $151K | Sell |
4,945
-2,099
| -30% | -$58.6K | ﹤0.01% | 5004 |
|
|
2020
Q1 | $180K | Sell |
7,044
-2,414
| -26% | -$90.2K | ﹤0.01% | 4806 |
|
|
2019
Q4 | $398K | Buy |
9,458
+644
| +7% | +$25.9K | ﹤0.01% | 5047 |
|
|
2019
Q3 | $340K | Buy |
8,814
+2,887
| +49% | +$109K | ﹤0.01% | 4850 |
|
|
2019
Q2 | $229K | Buy |
5,927
+927
| +19% | +$34.4K | ﹤0.01% | 4839 |
|
|
2019
Q1 | $176K | Sell |
5,000
-1,731
| -26% | -$64.3K | ﹤0.01% | 4695 |
|
|
2018
Q4 | $237K | Buy |
6,731
+430
| +7% | +$15.9K | ﹤0.01% | 4837 |
|
|
2018
Q3 | $227K | Buy |
6,301
+687
| +12% | +$24.2K | ﹤0.01% | 4963 |
|
|
2018
Q2 | $186K | Buy |
5,614
+145
| +3% | +$5.24K | ﹤0.01% | 5007 |
|
|
2018
Q1 | $195K | Buy |
5,469
+23
| +0.4% | +$676 | ﹤0.01% | 4800 |
|
|
2017
Q4 | $149K | Buy |
5,446
+250
| +5% | +$6.95K | ﹤0.01% | 5123 |
|
|
2017
Q3 | $131K | Buy |
5,196
+42
| +0.8% | +$929 | ﹤0.01% | 5154 |
|
|
2017
Q2 | $105K | Sell |
5,154
-79
| -2% | -$1.5K | ﹤0.01% | 5145 |
|
|
2017
Q1 | $97K | Sell |
5,233
-2,338
| -31% | -$44.2K | ﹤0.01% | 5098 |
|
|
2016
Q4 | $148K | Buy |
7,571
+642
| +9% | +$12.1K | ﹤0.01% | 5002 |
|
|
2016
Q3 | $119K | Buy |
6,929
+1,929
| +39% | +$33.7K | ﹤0.01% | 4902 |
|
|
2016
Q2 | $90K | Sell |
5,000
-1,776
| -26% | -$29.1K | ﹤0.01% | 5107 |
|
|
2016
Q1 | $108K | Sell |
6,776
-4,738
| -41% | -$73.4K | ﹤0.01% | 4922 |
|
|
2015
Q4 | $159K | Buy |
11,514
+3,514
| +44% | +$49.7K | ﹤0.01% | 4858 |
|
|
2015
Q3 | $104K | Hold |
8,000
| – | – | ﹤0.01% | 5207 |
|
|
2015
Q2 | $106K | Sell |
8,000
-12,729
| -61% | -$161K | ﹤0.01% | 5356 |
|
|
2015
Q1 | $281K | Sell |
20,729
-1,971
| -9% | -$25.3K | ﹤0.01% | 4609 |
|
|
2014
Q4 | $317K | Buy |
+22,700
| New | +$311K | ﹤0.01% | 4613 |
|
Other funds holding IHC
UBS Group's IHC Position: Q1 2022 in Review
UBS Group sold out of Independence Holding Company (IHC) in Q1 2022, closing a stake of 19,478 shares — an estimated $1.1M sold.
UBS Group first reported a position in IHC in Q4 2014 and held it in 28 quarters. The position peaked at $1.1M in Q4 2021. 2 funds tracked by Wall St. Rank hold IHC as of Q1 2022.
- UBS Group reported no remaining Independence Holding Company position as of Q1 2022 after selling out during the quarter.
- UBS Group sold 19,478 Independence Holding Company shares in Q1 2022, an estimated $1.1M.
- UBS Group first reported a position in Independence Holding Company in Q4 2014 and held it in 28 quarters.
- UBS Group's Independence Holding Company position peaked at $1.1M in Q4 2021.
- 2 funds tracked by Wall St. Rank held Independence Holding Company as of Q1 2022.
Based on UBS Group's 13F filing for Q1 2022, filed 16 May 2022.