Johnson Investment Counsel’s Invacare Corporation IVC Stock Holding History

Johnson Investment Counsel’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
2023 Q1	–	Sell	-122,021	Closed	-$51.2K	–	691
2022 Q4	$51.2K	Sell	122,021 -104	-0.1%	-$56	﹤0.01%	650
2022 Q3	$95K	Buy	122,125 +104	+0.1%	+$109	﹤0.01%	630
2022 Q2	$156K	Sell	122,021 -572	-0.5%	-$754	﹤0.01%	628
2022 Q1	$173K	Hold	122,593	–	–	﹤0.01%	645
2021 Q4	$333K	Sell	122,593 -571	-0.5%	-$2.1K	﹤0.01%	542
2021 Q3	$586K	Hold	123,164	–	–	0.01%	418
2021 Q2	$994K	Hold	123,164	–	–	0.01%	331
2021 Q1	$988K	Sell	123,164 -4,900	-4%	-$45.6K	0.01%	320
2020 Q4	$1.15M	Hold	128,064	–	–	0.02%	278
2020 Q3	$963K	Hold	128,064	–	–	0.02%	292
2020 Q2	$816K	Hold	128,064	–	–	0.02%	320
2020 Q1	$952K	Hold	128,064	–	–	0.02%	262
2019 Q4	$1.16M	Hold	128,064	–	–	0.02%	285
2019 Q3	$960K	Hold	128,064	–	–	0.02%	315
2019 Q2	$664K	Hold	128,064	–	–	0.01%	372
2019 Q1	$1.07M	Hold	128,064	–	–	0.02%	307
2018 Q4	$550K	Hold	128,064	–	–	0.01%	383
2018 Q3	$1.86M	Hold	128,064	–	–	0.04%	219
2018 Q2	$2.38M	Sell	128,064 -6,000	-4%	-$109K	0.06%	175
2018 Q1	$2.33M	Sell	134,064 -5,000	-4%	-$88.2K	0.06%	168
2017 Q4	$2.34M	Buy	139,064 +71,390	+105%	+$1.16M	0.06%	168
2017 Q3	$1.06M	Sell	67,674 -5,000	-7%	-$71.4K	0.03%	250
2017 Q2	$959K	Hold	72,674	–	–	0.03%	254
2017 Q1	$864K	Hold	72,674	–	–	0.03%	260
2016 Q4	$948K	Hold	72,674	–	–	0.03%	239
2016 Q3	$811K	Hold	72,674	–	–	0.03%	257
2016 Q2	$881K	Hold	72,674	–	–	0.03%	239
2016 Q1	$957K	Hold	72,674	–	–	0.03%	228
2015 Q4	$1.26M	Hold	72,674	–	–	0.04%	192
2015 Q3	$1.05M	Hold	72,674	–	–	0.04%	206
2015 Q2	$1.57M	Hold	72,674	–	–	0.05%	180
2015 Q1	$1.41M	Hold	72,674	–	–	0.05%	190
2014 Q4	$1.22M	Hold	72,674	–	–	0.04%	197
2014 Q3	$858K	Hold	72,674	–	–	0.03%	233
2014 Q2	$1.33M	Hold	72,674	–	–	0.05%	168
2014 Q1	$1.39M	Hold	72,674	–	–	0.05%	161
2013 Q4	$1.69M	Hold	72,674	–	–	0.06%	149
2013 Q3	$1.25M	Hold	72,674	–	–	0.05%	168
2013 Q2	$1.04M	Buy	+72,674	New	+$1.01M	0.04%	170

Other funds holding IVC

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

PCMI

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

IIM

Ironwood Investment Management Boston, Massachusetts $240M AUM 45.82% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Johnson Investment Counsel's IVC Position: Q1 2023 in Review

Johnson Investment Counsel sold out of Invacare Corporation (IVC) in Q1 2023, closing a stake of 122,021 shares — an estimated $51.2K sold.

Johnson Investment Counsel first reported a position in IVC in Q2 2013 and held it in 39 quarters. The position peaked at $2.38M in Q2 2018. 10 funds tracked by Wall St. Rank hold IVC as of Q1 2023.

Johnson Investment Counsel reported no remaining Invacare Corporation position as of Q1 2023 after selling out during the quarter.
Johnson Investment Counsel sold 122,021 Invacare Corporation shares in Q1 2023, an estimated $51.2K.
Johnson Investment Counsel first reported a position in Invacare Corporation in Q2 2013 and held it in 39 quarters.
Johnson Investment Counsel's Invacare Corporation position peaked at $2.38M in Q2 2018.
10 funds tracked by Wall St. Rank held Invacare Corporation as of Q1 2023.

Based on Johnson Investment Counsel's 13F filing for Q1 2023, filed 15 May 2023.