KCM
IVC

Kennedy Capital Management’s Invacare Corporation IVC Stock Holding History

Kennedy 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
2021
Q4 		– Sell
-219,985
Closed -$1.05M – 657
2021
Q3 		$1.05M Buy
+219,985
New +$1.61M 0.02% 522
2020
Q2 		– Sell
-127,771
Closed -$949K – 734
2020
Q1 		$949K Sell
127,771
-77,772
-38% -$603K 0.03% 566
2019
Q4 		$1.85M Buy
205,543
+85,468
+71% +$719K 0.05% 556
2019
Q3 		$901K Sell
120,075
-676,730
-85% -$3.8M 0.02% 603
2019
Q2 		$4.13M Buy
796,805
+256,814
+48% +$1.67M 0.1% 381
2019
Q1 		$4.52M Sell
539,991
-1,632,588
-75% -$11.8M 0.11% 356
2018
Q4 		$9.34M Buy
2,172,579
+2,135,448
+5,751% +$18.9M 0.23% 123
2018
Q3 		$540K Buy
+37,131
New +$615K 0.01% 679
2015
Q2 		– Sell
-29,929
Closed -$581K – 761
2015
Q1 		$581K Buy
+29,929
New +$518K 0.01% 686
2014
Q3 		– Sell
-154,800
Closed -$2.84M – 790
2014
Q2 		$2.84M Sell
154,800
-36,812
-19% -$625K 0.05% 487
2014
Q1 		$3.65M Sell
191,612
-36,216
-16% -$745K 0.07% 433
2013
Q4 		$5.29M Buy
227,828
+39,798
+21% +$824K 0.1% 363
2013
Q3 		$3.25M Buy
+188,030
New +$2.99M 0.06% 459

Other funds holding IVC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

Kennedy Capital Management's IVC Position: Q4 2021 in Review

Kennedy Capital Management sold out of Invacare Corporation (IVC) in Q4 2021, closing a stake of 219,985 shares — an estimated $1.05M sold.

Kennedy Capital Management first reported a position in IVC in Q3 2013 and held it in 13 quarters. The position peaked at $9.34M in Q4 2018. 120 funds tracked by Wall St. Rank hold IVC as of Q4 2021.

  • Kennedy Capital Management reported no remaining Invacare Corporation position as of Q4 2021 after selling out during the quarter.
  • Kennedy Capital Management sold 219,985 Invacare Corporation shares in Q4 2021, an estimated $1.05M.
  • Kennedy Capital Management first reported a position in Invacare Corporation in Q3 2013 and held it in 13 quarters.
  • Kennedy Capital Management's Invacare Corporation position peaked at $9.34M in Q4 2018.
  • 120 funds tracked by Wall St. Rank held Invacare Corporation as of Q4 2021.

Based on Kennedy Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.