Cerity Partners’s Invacare Corporation IVC Stock Holding History

Cerity Partners’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
2023 Q1	–	Sell	-69,477	Closed	-$29.2K	–	1906
2022 Q4	$29.2K	Hold	69,477	–	–	﹤0.01%	1449
2022 Q3	$54K	Hold	69,477	–	–	﹤0.01%	1134
2022 Q2	$89K	Hold	69,477	–	–	﹤0.01%	1137
2022 Q1	$98K	Buy	69,477 +55,546	+399%	+$119K	﹤0.01%	901
2021 Q4	$38K	Hold	13,931	–	–	﹤0.01%	1006
2021 Q3	$66K	Sell	13,931 -57	-0.4%	-$416	﹤0.01%	674
2021 Q2	$113K	Hold	13,988	–	–	﹤0.01%	693
2021 Q1	$112K	Hold	13,988	–	–	﹤0.01%	680
2020 Q4	$125K	Hold	13,988	–	–	﹤0.01%	624
2020 Q3	$105K	Hold	13,988	–	–	﹤0.01%	487
2020 Q2	$89K	Hold	13,988	–	–	﹤0.01%	445
2020 Q1	$104K	Buy	+13,988	New	+$108K	0.01%	426

Other funds holding IVC

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

IIM

Ironwood Investment Management Boston, Massachusetts $240M AUM 45.82% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Cerity Partners's IVC Position: Q1 2023 in Review

Cerity Partners sold out of Invacare Corporation (IVC) in Q1 2023, closing a stake of 69,477 shares — an estimated $29.2K sold.

Cerity Partners first reported a position in IVC in Q1 2020 and held it in 12 quarters. The position peaked at $125K in Q4 2020. 10 funds tracked by Wall St. Rank hold IVC as of Q1 2023.

Cerity Partners reported no remaining Invacare Corporation position as of Q1 2023 after selling out during the quarter.
Cerity Partners sold 69,477 Invacare Corporation shares in Q1 2023, an estimated $29.2K.
Cerity Partners first reported a position in Invacare Corporation in Q1 2020 and held it in 12 quarters.
Cerity Partners's Invacare Corporation position peaked at $125K in Q4 2020.
10 funds tracked by Wall St. Rank held Invacare Corporation as of Q1 2023.

Based on Cerity Partners's 13F filing for Q1 2023, filed 11 May 2023.