United Capital Financial Advisors’s ICC Holdings, Inc. ICCH Stock Holding History

United Capital Financial Advisors’s Portfolio ICCH Stock Details ICCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-20,000	Closed	-$317K	–	911
2023 Q2	$317K	Hold	20,000	–	–	﹤0.01%	754
2023 Q1	$310K	Hold	20,000	–	–	﹤0.01%	817
2022 Q4	$312K	Hold	20,000	–	–	﹤0.01%	878
2022 Q3	$305K	Hold	20,000	–	–	﹤0.01%	908
2022 Q2	$320K	Hold	20,000	–	–	﹤0.01%	922
2022 Q1	$341K	Hold	20,000	–	–	﹤0.01%	956
2021 Q4	$335K	Hold	20,000	–	–	﹤0.01%	988
2021 Q3	$330K	Hold	20,000	–	–	﹤0.01%	974
2021 Q2	$320K	Hold	20,000	–	–	﹤0.01%	1003
2021 Q1	$294K	Hold	20,000	–	–	﹤0.01%	989
2020 Q4	$286K	Hold	20,000	–	–	﹤0.01%	1016
2020 Q3	$234K	Hold	20,000	–	–	﹤0.01%	1031
2020 Q2	$230K	Hold	20,000	–	–	﹤0.01%	1060
2020 Q1	$219K	Hold	20,000	–	–	﹤0.01%	1049
2019 Q4	$282K	Hold	20,000	–	–	﹤0.01%	1161
2019 Q3	$275K	Hold	20,000	–	–	﹤0.01%	1105
2019 Q2	$277K	Buy	+20,000	New	+$283K	﹤0.01%	1252

Other funds holding ICCH

Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return

Murchinson Toronto, Ontario, Canada $791M AUM 68.08% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Capital Financial Advisors's ICCH Position: Q3 2023 in Review

United Capital Financial Advisors sold out of ICC Holdings, Inc. (ICCH) in Q3 2023, closing a stake of 20,000 shares — an estimated $317K sold.

United Capital Financial Advisors first reported a position in ICCH in Q2 2019 and held it in 17 quarters. The position peaked at $341K in Q1 2022. 8 funds tracked by Wall St. Rank hold ICCH as of Q3 2023.

United Capital Financial Advisors reported no remaining ICC Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
United Capital Financial Advisors sold 20,000 ICC Holdings, Inc. shares in Q3 2023, an estimated $317K.
United Capital Financial Advisors first reported a position in ICC Holdings, Inc. in Q2 2019 and held it in 17 quarters.
United Capital Financial Advisors's ICC Holdings, Inc. position peaked at $341K in Q1 2022.
8 funds tracked by Wall St. Rank held ICC Holdings, Inc. as of Q3 2023.

Based on United Capital Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.