AG
IVC

Aperio Group’s Invacare Corporation IVC Stock Holding History

Aperio Group’s Portfolio IVC Stock Details IVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-11,372
Closed -$84K – 2404
2020
Q1 		$84K Sell
11,372
-727
-6% -$5.63K ﹤0.01% 2232
2019
Q4 		$109K Sell
12,099
-38
-0.3% -$319 ﹤0.01% 2257
2019
Q3 		$91K Sell
12,137
-4,830
-28% -$27.1K ﹤0.01% 2249
2019
Q2 		$88K Sell
16,967
-2,559
-13% -$16.7K ﹤0.01% 2422
2019
Q1 		$163K Buy
19,526
+4,370
+29% +$31.5K ﹤0.01% 2191
2018
Q4 		$65K Buy
+15,156
New +$134K ﹤0.01% 2253

Other funds holding IVC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DCM
DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
PVI
Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aperio Group's IVC Position: Q2 2020 in Review

Aperio Group sold out of Invacare Corporation (IVC) in Q2 2020, closing a stake of 11,372 shares — an estimated $84K sold.

Aperio Group first reported a position in IVC in Q4 2018 and held it in 6 quarters. The position peaked at $163K in Q1 2019. 140 funds tracked by Wall St. Rank hold IVC as of Q2 2020.

  • Aperio Group reported no remaining Invacare Corporation position as of Q2 2020 after selling out during the quarter.
  • Aperio Group sold 11,372 Invacare Corporation shares in Q2 2020, an estimated $84K.
  • Aperio Group first reported a position in Invacare Corporation in Q4 2018 and held it in 6 quarters.
  • Aperio Group's Invacare Corporation position peaked at $163K in Q1 2019.
  • 140 funds tracked by Wall St. Rank held Invacare Corporation as of Q2 2020.

Based on Aperio Group's 13F filing for Q2 2020, filed 13 Aug 2020.