Marshall Wace’s Invacare Corporation IVC Stock Holding History

Marshall Wace’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 Q2	–	Sell	-231,913	Closed	-$327K	–	4024
2022 Q1	$327K	Buy	231,913 +103,912	+81%	+$222K	﹤0.01%	2941
2021 Q4	$348K	Buy	128,001 +82,419	+181%	+$304K	﹤0.01%	2971
2021 Q3	$217K	Buy	+45,582	New	+$333K	﹤0.01%	2780
2021 Q2	–	Sell	-10,935	Closed	-$88K	–	3323
2021 Q1	$88K	Sell	10,935 -13,044	-54%	-$122K	﹤0.01%	2364
2020 Q4	$215K	Buy	23,979 +3,467	+17%	+$28.8K	﹤0.01%	1735
2020 Q3	$155K	Sell	20,512 -39,917	-66%	-$277K	﹤0.01%	1485
2020 Q2	$385K	Sell	60,429 -39,143	-39%	-$262K	﹤0.01%	1267
2020 Q1	$740K	Sell	99,572 -75,212	-43%	-$583K	0.01%	886
2019 Q4	$1.58M	Sell	174,784 -223,016	-56%	-$1.87M	0.01%	872
2019 Q3	$2.98M	Sell	397,800 -260,648	-40%	-$1.46M	0.02%	649
2019 Q2	$3.42M	Sell	658,448 -315,026	-32%	-$2.05M	0.03%	607
2019 Q1	$8.15M	Buy	973,474 +569,509	+141%	+$4.1M	0.08%	316
2018 Q4	$1.74M	Buy	403,965 +317,625	+368%	+$2.81M	0.02%	766
2018 Q3	$1.26M	Buy	+86,340	New	+$1.43M	0.01%	766
2016 Q2	–	Sell	-13,510	Closed	-$178K	–	1222
2016 Q1	$178K	Buy	+13,510	New	+$192K	﹤0.01%	977

Other funds holding IVC

RCM

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Marshall Wace's IVC Position: Q2 2022 in Review

Marshall Wace sold out of Invacare Corporation (IVC) in Q2 2022, closing a stake of 231,913 shares — an estimated $327K sold.

Marshall Wace first reported a position in IVC in Q1 2016 and held it in 15 quarters. The position peaked at $8.15M in Q1 2019. 83 funds tracked by Wall St. Rank hold IVC as of Q2 2022.

Marshall Wace reported no remaining Invacare Corporation position as of Q2 2022 after selling out during the quarter.
Marshall Wace sold 231,913 Invacare Corporation shares in Q2 2022, an estimated $327K.
Marshall Wace first reported a position in Invacare Corporation in Q1 2016 and held it in 15 quarters.
Marshall Wace's Invacare Corporation position peaked at $8.15M in Q1 2019.
83 funds tracked by Wall St. Rank held Invacare Corporation as of Q2 2022.

Based on Marshall Wace's 13F filing for Q2 2022, filed 15 Aug 2022.