Crossmark Global Holdings’s Invacare Corporation IVC Stock Holding History

Crossmark Global Holdings’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
2021 Q4	–	Sell	-20,190	Closed	-$96K	–	1492
2021 Q3	$96K	Hold	20,190	–	–	﹤0.01%	1393
2021 Q2	$163K	Sell	20,190 -10	-0%	-$83	﹤0.01%	1396
2021 Q1	$162K	Hold	20,200	–	–	﹤0.01%	1386
2020 Q4	$181K	Sell	20,200 -20,180	-50%	-$168K	﹤0.01%	1323
2020 Q3	$304K	Hold	40,380	–	–	0.01%	1017
2020 Q2	$257K	Buy	40,380 +10,180	+34%	+$68.1K	0.01%	1095
2020 Q1	$224K	Buy	30,200 +750	+3%	+$5.81K	0.01%	997
2019 Q4	$266K	Buy	29,450 +1,330	+5%	+$11.2K	0.01%	1183
2019 Q3	$211K	Hold	28,120	–	–	0.01%	1241
2019 Q2	$146K	Buy	28,120 +3,114	+12%	+$20.3K	﹤0.01%	1348
2019 Q1	$209K	Buy	25,006 +1,850	+8%	+$13.3K	0.01%	1295
2018 Q4	$100K	Buy	23,156 +12,090	+109%	+$107K	﹤0.01%	1365
2018 Q3	$161K	Hold	11,066	–	–	﹤0.01%	1552
2018 Q2	$206K	Hold	11,066	–	–	0.01%	1524
2018 Q1	$193K	Sell	11,066 -1,416	-11%	-$25K	0.01%	1509
2017 Q4	$210K	Sell	12,482 -16,154	-56%	-$263K	0.01%	1561
2017 Q3	$451K	Buy	+28,636	New	+$409K	0.01%	1027
2016 Q3	$451K	Buy	+28,636	New	+$345K	0.01%	1027

Other funds holding IVC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

Crossmark Global Holdings's IVC Position: Q4 2021 in Review

Crossmark Global Holdings sold out of Invacare Corporation (IVC) in Q4 2021, closing a stake of 20,190 shares — an estimated $96K sold.

Crossmark Global Holdings first reported a position in IVC in Q3 2016 and held it in 18 quarters. The position peaked at $451K in Q3 2017. 120 funds tracked by Wall St. Rank hold IVC as of Q4 2021.

Crossmark Global Holdings reported no remaining Invacare Corporation position as of Q4 2021 after selling out during the quarter.
Crossmark Global Holdings sold 20,190 Invacare Corporation shares in Q4 2021, an estimated $96K.
Crossmark Global Holdings first reported a position in Invacare Corporation in Q3 2016 and held it in 18 quarters.
Crossmark Global Holdings's Invacare Corporation position peaked at $451K in Q3 2017.
120 funds tracked by Wall St. Rank held Invacare Corporation as of Q4 2021.

Based on Crossmark Global Holdings's 13F filing for Q4 2021, filed 10 Jan 2022.