Bank of Montreal
IVC

Bank of Montreal’s Invacare Corporation IVC Stock Holding History

Bank of Montreal’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
2022
Q1 		– Sell
-39,672
Closed -$113K – 4356
2021
Q4 		$113K Buy
39,672
+27,479
+225% +$101K ﹤0.01% 3098
2021
Q3 		$62K Sell
12,193
-2,012
-14% -$14.7K ﹤0.01% 3528
2021
Q2 		$116K Buy
14,205
+3,055
+27% +$25.4K ﹤0.01% 3308
2021
Q1 		$93K Sell
11,150
-147
-1% -$1.37K ﹤0.01% 3428
2020
Q4 		$111K Buy
11,297
+4,821
+74% +$40.1K ﹤0.01% 3533
2020
Q3 		$51K Sell
6,476
-1,235
-16% -$8.56K ﹤0.01% 3422
2020
Q2 		$48K Buy
7,711
+6,356
+469% +$42.5K ﹤0.01% 3467
2020
Q1 		$9K Sell
1,355
-3,649
-73% -$28.3K ﹤0.01% 3537
2019
Q4 		$45K Buy
5,004
+1,278
+34% +$10.7K ﹤0.01% 3894
2019
Q3 		$28K Sell
3,726
-2,436
-40% -$13.7K ﹤0.01% 3904
2019
Q2 		$32K Buy
6,162
+2,849
+86% +$18.6K ﹤0.01% 3908
2019
Q1 		$28K Sell
3,313
-7,186
-68% -$51.7K ﹤0.01% 3557
2018
Q4 		$45K Buy
10,499
+3,044
+41% +$26.9K ﹤0.01% 3321
2018
Q3 		$109K Sell
7,455
-8
-0.1% -$133 ﹤0.01% 3060
2018
Q2 		$139K Buy
7,463
+7,359
+7,076% +$133K ﹤0.01% 2965
2018
Q1 		$2K Hold
104
– – ﹤0.01% 4070
2017
Q4 		$2K Buy
+104
New +$1.69K ﹤0.01% 4069
2014
Q3 		– Sell
-800
Closed -$15K – 4511
2014
Q2 		$15K Buy
+800
New +$13.6K ﹤0.01% 3724

Other funds holding IVC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
NRC
North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of Montreal's IVC Position: Q1 2022 in Review

Bank of Montreal sold out of Invacare Corporation (IVC) in Q1 2022, closing a stake of 39,672 shares — an estimated $113K sold.

Bank of Montreal first reported a position in IVC in Q2 2014 and held it in 18 quarters. The position peaked at $139K in Q2 2018. 109 funds tracked by Wall St. Rank hold IVC as of Q1 2022.

  • Bank of Montreal reported no remaining Invacare Corporation position as of Q1 2022 after selling out during the quarter.
  • Bank of Montreal sold 39,672 Invacare Corporation shares in Q1 2022, an estimated $113K.
  • Bank of Montreal first reported a position in Invacare Corporation in Q2 2014 and held it in 18 quarters.
  • Bank of Montreal's Invacare Corporation position peaked at $139K in Q2 2018.
  • 109 funds tracked by Wall St. Rank held Invacare Corporation as of Q1 2022.

Based on Bank of Montreal's 13F filing for Q1 2022, filed 12 May 2022.