ZCM
IHC

Zebra Capital Management’s Independence Holding Company IHC Stock Holding History

Zebra Capital Management’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
2020
Q1 		– Sell
-5,584
Closed -$235K – 311
2019
Q4 		$235K Sell
5,584
-508
-8% -$20.4K 0.21% 206
2019
Q3 		$235K Buy
6,092
+645
+12% +$24.4K 0.26% 152
2019
Q2 		$211K Buy
+5,447
New +$202K 0.11% 400

Other funds holding IHC

AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AI
Atom Investors Austin, Texas $1.4B AUM 23.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return

Zebra Capital Management's IHC Position: Q1 2020 in Review

Zebra Capital Management sold out of Independence Holding Company (IHC) in Q1 2020, closing a stake of 5,584 shares — an estimated $235K sold.

Zebra Capital Management first reported a position in IHC in Q2 2019 and held it in 3 quarters. The position peaked at $235K in Q4 2019. 53 funds tracked by Wall St. Rank hold IHC as of Q1 2020.

  • Zebra Capital Management reported no remaining Independence Holding Company position as of Q1 2020 after selling out during the quarter.
  • Zebra Capital Management sold 5,584 Independence Holding Company shares in Q1 2020, an estimated $235K.
  • Zebra Capital Management first reported a position in Independence Holding Company in Q2 2019 and held it in 3 quarters.
  • Zebra Capital Management's Independence Holding Company position peaked at $235K in Q4 2019.
  • 53 funds tracked by Wall St. Rank held Independence Holding Company as of Q1 2020.

Based on Zebra Capital Management's 13F filing for Q1 2020, filed 15 May 2020.