Whittier Trust’s Independence Holding Company IHC Stock Holding History

Whittier Trust’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
2022 Q1	–	Sell	-576	Closed	-$33K	–	1773
2021 Q4	$33K	Buy	576 +415	+258%	+$22.1K	﹤0.01%	1064
2021 Q3	$8K	Hold	161	–	–	﹤0.01%	1286
2021 Q2	$7K	Hold	161	–	–	﹤0.01%	1331
2021 Q1	$6K	Hold	161	–	–	﹤0.01%	1342
2020 Q4	$7K	Hold	161	–	–	﹤0.01%	1204
2020 Q3	$6K	Hold	161	–	–	﹤0.01%	1215
2020 Q2	$5K	Hold	161	–	–	﹤0.01%	1180
2020 Q1	$4K	Sell	161 -37	-19%	-$1.38K	﹤0.01%	1276
2019 Q4	$8K	Hold	198	–	–	﹤0.01%	1178
2019 Q3	$8K	Buy	198 +161	+435%	+$6.09K	﹤0.01%	1184
2019 Q2	$1K	Hold	37	–	–	﹤0.01%	1370
2019 Q1	$1K	Hold	37	–	–	﹤0.01%	1412
2018 Q4	$1K	Hold	37	–	–	﹤0.01%	1331
2018 Q3	$1K	Hold	37	–	–	﹤0.01%	1269
2018 Q2	$1K	Hold	37	–	–	﹤0.01%	1263
2018 Q1	$1K	Hold	37	–	–	﹤0.01%	1315
2017 Q4	$1K	Buy	+37	New	+$1.03K	﹤0.01%	1282

Other funds holding IHC

CCM

Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return

Whittier Trust's IHC Position: Q1 2022 in Review

Whittier Trust sold out of Independence Holding Company (IHC) in Q1 2022, closing a stake of 576 shares — an estimated $33K sold.

Whittier Trust first reported a position in IHC in Q4 2017 and held it in 17 quarters. The position peaked at $33K in Q4 2021. 2 funds tracked by Wall St. Rank hold IHC as of Q1 2022.

Whittier Trust reported no remaining Independence Holding Company position as of Q1 2022 after selling out during the quarter.
Whittier Trust sold 576 Independence Holding Company shares in Q1 2022, an estimated $33K.
Whittier Trust first reported a position in Independence Holding Company in Q4 2017 and held it in 17 quarters.
Whittier Trust's Independence Holding Company position peaked at $33K in Q4 2021.
2 funds tracked by Wall St. Rank held Independence Holding Company as of Q1 2022.

Based on Whittier Trust's 13F filing for Q1 2022, filed 29 Apr 2022.