O'Shaughnessy Asset Management, LLC Independence Holding Company Transaction History

O'Shaughnessy Asset Management, LLC

$10.8 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$48.47 - $56.84 $8,336 - $9,776	-172 Closed	0 $0
Q3 2021 Nov 10, 2021	SELL	$40.96 - $49.98 $35,758 - $43,632	-873 Reduced 83.54%	172 $9,000
Q2 2021 Aug 09, 2021	SELL	$40.69 - $48.01 $17,537 - $20,692	-431 Reduced 29.2%	1,045 $48,000
Q1 2021 May 14, 2021	SELL	$37.76 - $44.12 $29,679 - $34,678	-786 Reduced 34.75%	1,476 $59,000
Q4 2020 Feb 11, 2021	BUY	$37.51 - $42.62 $37,322 - $42,406	995 Added 78.53%	2,262 $93,000
Q3 2020 Nov 12, 2020	BUY	$27.93 - $40.69 $5,949 - $8,666	213 Added 20.21%	1,267 $48,000
Q2 2020 Aug 13, 2020	SELL	$22.35 - $32.35 $55,986 - $81,036	-2,505 Reduced 70.38%	1,054 $32,000
Q1 2020 May 13, 2020	SELL	$25.56 - $42.92 $24,026 - $40,344	-940 Reduced 20.89%	3,559 $91,000
Q4 2019 Feb 12, 2020	BUY	$37.27 - $42.35 $6,037 - $6,860	162 Added 3.74%	4,499 $189,000
Q3 2019 Nov 14, 2019	BUY	$35.94 - $39.4 $4,744 - $5,200	132 Added 3.14%	4,337 $167,000
Q2 2019 Aug 07, 2019	BUY	$33.99 - $38.78 $139,155 - $158,765	4,094 Added 3688.29%	4,205 $163,000
Q1 2019 May 10, 2019	BUY	$35.25 - $40.53 $3,912 - $4,498	111 New	111 $0
Q1 2018 May 08, 2018	SELL	$26.8 - $35.7 $60,139 - $80,110	-2,244 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$26.95 - $29.75 $60,475 - $66,759	2,244	2,244 $62,000

Others Institutions Holding IHC

# of Institutions

1

Shares Held

1

Call Options Held

0

Put Options Held

0

Huntington National Bank Columbus, OH

1
Shares

$57
0.0% of portfolio

About Independence Holding Company

Ticker IHC
Sector Financial Services
Industry Insurance—Life
Shares Outstandng 14,760,000
Market Cap $837M

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