Jacobs Levy Equity Management’s Invacare Corporation IVC Stock Holding History

Jacobs Levy Equity 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
2022 Q1	–	Sell	-809,136	Closed	-$2.2M	–	1116
2021 Q4	$2.2M	Buy	809,136 +242,042	+43%	+$892K	0.01%	600
2021 Q3	$2.7M	Buy	567,094 +63,088	+13%	+$461K	0.02%	553
2021 Q2	$4.07M	Buy	504,006 +200,390	+66%	+$1.67M	0.03%	479
2021 Q1	$2.44M	Sell	303,616 -10,731	-3%	-$100K	0.02%	556
2020 Q4	$2.81M	Buy	314,347 +250,042	+389%	+$2.08M	0.02%	505
2020 Q3	$484K	Hold	64,305	–	–	0.01%	799
2020 Q2	$410K	Buy	64,305 +16,179	+34%	+$108K	﹤0.01%	822
2020 Q1	$358K	Sell	48,126 -58,494	-55%	-$453K	﹤0.01%	806
2019 Q4	$962K	Buy	+106,620	New	+$896K	0.01%	697
2017 Q2	–	Sell	-93,788	Closed	-$1.12M	–	1034
2017 Q1	$1.12M	Sell	93,788 -157,829	-63%	-$1.89M	0.02%	539
2016 Q4	$3.28M	Sell	251,617 -70,248	-22%	-$809K	0.06%	319
2016 Q3	$3.6M	Buy	321,865 +35,956	+13%	+$433K	0.06%	317
2016 Q2	$3.47M	Buy	285,909 +133,970	+88%	+$1.58M	0.07%	314
2016 Q1	$2M	Buy	151,939 +135,350	+816%	+$1.92M	0.04%	410
2015 Q4	$288K	Buy	+16,589	New	+$299K	0.01%	658
2014 Q4	–	Sell	-12,220	Closed	-$144K	–	939
2014 Q3	$144K	Sell	12,220 -2,480	-17%	-$37.8K	﹤0.01%	779
2014 Q2	$270K	Buy	+14,700	New	+$250K	﹤0.01%	730

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

RCM

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

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

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

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

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

NRC

North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jacobs Levy Equity Management's IVC Position: Q1 2022 in Review

Jacobs Levy Equity Management sold out of Invacare Corporation (IVC) in Q1 2022, closing a stake of 809,136 shares — an estimated $2.2M sold.

Jacobs Levy Equity Management first reported a position in IVC in Q2 2014 and held it in 17 quarters. The position peaked at $4.07M in Q2 2021. 109 funds tracked by Wall St. Rank hold IVC as of Q1 2022.

Jacobs Levy Equity Management reported no remaining Invacare Corporation position as of Q1 2022 after selling out during the quarter.
Jacobs Levy Equity Management sold 809,136 Invacare Corporation shares in Q1 2022, an estimated $2.2M.
Jacobs Levy Equity Management first reported a position in Invacare Corporation in Q2 2014 and held it in 17 quarters.
Jacobs Levy Equity Management's Invacare Corporation position peaked at $4.07M in Q2 2021.
109 funds tracked by Wall St. Rank held Invacare Corporation as of Q1 2022.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2022, filed 16 May 2022.