Daruma Capital Management’s Invacare Corporation IVC Stock Holding History

Daruma Capital Management’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
2018 Q4	–	Sell	-1,588,212	Closed	-$23.1M	–	56
2018 Q3	$23.1M	Sell	1,588,212 -785,793	-33%	-$13M	2.18%	27
2018 Q2	$44.2M	Sell	2,374,005 -84,931	-3%	-$1.54M	2.86%	21
2018 Q1	$42.8M	Sell	2,458,936 -107,647	-4%	-$1.9M	2.67%	24
2017 Q4	$43.2M	Sell	2,566,583 -10,108	-0.4%	-$164K	2.7%	24
2017 Q3	$40.6M	Sell	2,576,691 -251,939	-9%	-$3.6M	2.53%	26
2017 Q2	$37.3M	Sell	2,828,630 -94,198	-3%	-$1.24M	2.23%	28
2017 Q1	$34.8M	Sell	2,922,828 -50,120	-2%	-$601K	2.03%	28
2016 Q4	$38.8M	Sell	2,972,948 -10,999	-0.4%	-$127K	2.21%	30
2016 Q3	$33.3M	Buy	2,983,947 +1,697,452	+132%	+$20.4M	2.04%	30
2016 Q2	$15.6M	Buy	+1,286,495	New	+$15.2M	1.02%	31

Other funds holding IVC

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

ECP

Elk Creek Partners Denver, Colorado $582M AUM 10.23% 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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KAM

Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Daruma Capital Management's IVC Position: Q4 2018 in Review

Daruma Capital Management sold out of Invacare Corporation (IVC) in Q4 2018, closing a stake of 1,588,212 shares — an estimated $23.1M sold.

Daruma Capital Management first reported a position in IVC in Q2 2016 and held it in 10 quarters. The position peaked at $44.2M in Q2 2018. 149 funds tracked by Wall St. Rank hold IVC as of Q4 2018.

Daruma Capital Management reported no remaining Invacare Corporation position as of Q4 2018 after selling out during the quarter.
Daruma Capital Management sold 1,588,212 Invacare Corporation shares in Q4 2018, an estimated $23.1M.
Daruma Capital Management first reported a position in Invacare Corporation in Q2 2016 and held it in 10 quarters.
Daruma Capital Management's Invacare Corporation position peaked at $44.2M in Q2 2018.
149 funds tracked by Wall St. Rank held Invacare Corporation as of Q4 2018.

Based on Daruma Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.