Dimensional Fund Advisors
IVC

Dimensional Fund Advisors’s Invacare Corporation IVC Stock Holding History

Dimensional Fund Advisors’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
Q4 		– Sell
-416,183
Closed -$325K – 3539
2022
Q3 		$325K Sell
416,183
-531,424
-56% -$559K ﹤0.01% 3144
2022
Q2 		$1.21M Sell
947,607
-420,120
-31% -$553K ﹤0.01% 2882
2022
Q1 		$1.93M Sell
1,367,727
-264,663
-16% -$566K ﹤0.01% 2842
2021
Q4 		$4.44M Sell
1,632,390
-500,707
-23% -$1.85M ﹤0.01% 2597
2021
Q3 		$10.2M Sell
2,133,097
-220,167
-9% -$1.61M ﹤0.01% 2321
2021
Q2 		$19M Buy
2,353,264
+44,061
+2% +$367K 0.01% 2065
2021
Q1 		$18.5M Buy
2,309,203
+10,046
+0.4% +$93.6K 0.01% 2068
2020
Q4 		$20.6M Sell
2,299,157
-117,865
-5% -$980K 0.01% 1967
2020
Q3 		$18.2M Sell
2,417,022
-57,920
-2% -$402K 0.01% 1903
2020
Q2 		$15.8M Sell
2,474,942
-181,392
-7% -$1.21M 0.01% 1986
2020
Q1 		$19.7M Sell
2,656,334
-47,871
-2% -$371K 0.01% 1760
2019
Q4 		$24.4M Sell
2,704,205
-49,421
-2% -$415K 0.01% 1935
2019
Q3 		$20.7M Buy
2,753,626
+23,247
+0.9% +$130K 0.01% 1989
2019
Q2 		$14.2M Buy
2,730,379
+3,948
+0.1% +$25.7K 0.01% 2234
2019
Q1 		$22.8M Buy
2,726,431
+2,663
+0.1% +$19.2K 0.01% 1971
2018
Q4 		$11.7M Sell
2,723,768
-72,461
-3% -$640K 0.01% 2257
2018
Q3 		$40.7M Buy
2,796,229
+25,430
+0.9% +$421K 0.02% 1658
2018
Q2 		$51.5M Buy
2,770,799
+434
+0% +$7.85K 0.02% 1388
2018
Q1 		$48.2M Buy
2,770,365
+88,888
+3% +$1.57M 0.02% 1383
2017
Q4 		$45.2M Buy
2,681,477
+98,222
+4% +$1.6M 0.02% 1463
2017
Q3 		$40.7M Buy
2,583,255
+4,928
+0.2% +$70.3K 0.02% 1523
2017
Q2 		$34M Sell
2,578,327
-90,921
-3% -$1.19M 0.02% 1636
2017
Q1 		$31.8M Buy
2,669,248
+84,507
+3% +$1.01M 0.02% 1653
2016
Q4 		$33.7M Buy
2,584,741
+109,451
+4% +$1.26M 0.02% 1534
2016
Q3 		$27.6M Sell
2,475,290
-313
-0% -$3.77K 0.01% 1646
2016
Q2 		$30M Buy
2,475,603
+15,633
+0.6% +$184K 0.02% 1506
2016
Q1 		$32.4M Buy
2,459,970
+229,089
+10% +$3.25M 0.02% 1383
2015
Q4 		$38.8M Sell
2,230,881
-77,245
-3% -$1.39M 0.02% 1120
2015
Q3 		$33.4M Buy
2,308,126
+23,902
+1% +$418K 0.02% 1224
2015
Q2 		$49.4M Buy
2,284,224
+72,208
+3% +$1.53M 0.03% 875
2015
Q1 		$42.9M Buy
2,212,016
+2,878
+0.1% +$49.8K 0.03% 992
2014
Q4 		$37M Sell
2,209,138
-79,531
-3% -$1.21M 0.02% 1077
2014
Q3 		$27M Sell
2,288,669
-107,703
-4% -$1.64M 0.02% 1284
2014
Q2 		$44M Sell
2,396,372
-90,607
-4% -$1.54M 0.03% 824
2014
Q1 		$47.4M Buy
2,486,979
+80,710
+3% +$1.66M 0.04% 691
2013
Q4 		$55.8M Buy
2,406,269
+98,488
+4% +$2.04M 0.04% 538
2013
Q3 		$39.9M Buy
2,307,781
+36,010
+2% +$572K 0.03% 700
2013
Q2 		$32.6M Buy
+2,271,771
New +$31.5M 0.03% 793

Other funds holding IVC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AGAM
Audent Global Asset Management West Hollywood, California $100M AUM 22.83% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors's IVC Position: Q4 2022 in Review

Dimensional Fund Advisors sold out of Invacare Corporation (IVC) in Q4 2022, closing a stake of 416,183 shares — an estimated $325K sold.

Dimensional Fund Advisors first reported a position in IVC in Q2 2013 and held it in 38 quarters. The position peaked at $55.8M in Q4 2013. 66 funds tracked by Wall St. Rank hold IVC as of Q4 2022.

  • Dimensional Fund Advisors reported no remaining Invacare Corporation position as of Q4 2022 after selling out during the quarter.
  • Dimensional Fund Advisors sold 416,183 Invacare Corporation shares in Q4 2022, an estimated $325K.
  • Dimensional Fund Advisors first reported a position in Invacare Corporation in Q2 2013 and held it in 38 quarters.
  • Dimensional Fund Advisors's Invacare Corporation position peaked at $55.8M in Q4 2013.
  • 66 funds tracked by Wall St. Rank held Invacare Corporation as of Q4 2022.

Based on Dimensional Fund Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.