Essex Investment Management’s Invacare Corporation IVC Stock Holding History

Essex Investment 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
2020 Q3	–	Sell	-201,053	Closed	-$1.28M	–	510
2020 Q2	$1.28M	Sell	201,053 -999	-0.5%	-$6.68K	0.21%	158
2020 Q1	$1.5M	Sell	202,052 -10,957	-5%	-$84.9K	0.3%	99
2019 Q4	$1.92M	Sell	213,009 -180	-0.1%	-$1.51K	0.24%	141
2019 Q3	$1.6M	Sell	213,189 -24,302	-10%	-$136K	0.23%	141
2019 Q2	$1.23M	Buy	237,491 +34,335	+17%	+$224K	0.17%	191
2019 Q1	$1.7M	Buy	+203,156	New	+$1.46M	0.25%	126

Other funds holding IVC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

DCM

DG Capital Management New York $475M AUM 36.12% 1-Year Est. Return

PCMI

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

PVI

Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Essex Investment Management's IVC Position: Q3 2020 in Review

Essex Investment Management sold out of Invacare Corporation (IVC) in Q3 2020, closing a stake of 201,053 shares — an estimated $1.28M sold.

Essex Investment Management first reported a position in IVC in Q1 2019 and held it in 6 quarters. The position peaked at $1.92M in Q4 2019. 134 funds tracked by Wall St. Rank hold IVC as of Q3 2020.

Essex Investment Management reported no remaining Invacare Corporation position as of Q3 2020 after selling out during the quarter.
Essex Investment Management sold 201,053 Invacare Corporation shares in Q3 2020, an estimated $1.28M.
Essex Investment Management first reported a position in Invacare Corporation in Q1 2019 and held it in 6 quarters.
Essex Investment Management's Invacare Corporation position peaked at $1.92M in Q4 2019.
134 funds tracked by Wall St. Rank held Invacare Corporation as of Q3 2020.

Based on Essex Investment Management's 13F filing for Q3 2020, filed 12 Nov 2020.