MPAM
IVC

Monarch Partners Asset Management’s Invacare Corporation IVC Stock Holding History

Monarch Partners Asset 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
Q2 		– Sell
-98,920
Closed -$793K – 181
2021
Q1 		$793K Sell
98,920
-2,910
-3% -$27.1K 0.12% 140
2020
Q4 		$911K Sell
101,830
-56,570
-36% -$470K 0.16% 143
2020
Q3 		$1.19M Buy
158,400
+51,050
+48% +$354K 0.27% 106
2020
Q2 		$684K Buy
107,350
+39,510
+58% +$264K 0.17% 119
2020
Q1 		$504K Sell
67,840
-15,154
-18% -$117K 0.18% 114
2019
Q4 		$749K Sell
82,994
-1,625
-2% -$13.7K 0.17% 120
2019
Q3 		$635K Buy
84,619
+3,360
+4% +$18.8K 0.1% 139
2019
Q2 		$422K Hold
81,259
– – 0.06% 151
2019
Q1 		$680K Buy
81,259
+21,680
+36% +$156K 0.1% 121
2018
Q4 		$256K Sell
59,579
-325,450
-85% -$2.88M 0.04% 173
2018
Q3 		$5.6M Buy
385,029
+30,970
+9% +$513K 0.51% 76
2018
Q2 		$6.58M Buy
354,059
+9,035
+3% +$163K 0.6% 70
2018
Q1 		$6M Buy
345,024
+122,639
+55% +$2.16M 0.56% 70
2017
Q4 		$3.75M Buy
222,385
+28,090
+14% +$457K 0.35% 101
2017
Q3 		$3.06M Buy
194,295
+175,185
+917% +$2.5M 0.3% 114
2017
Q2 		$252K Buy
+19,110
New +$251K 0.02% 167

Other funds holding IVC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECM
Endurant Capital Management San Mateo, California $17.4M AUM 7.38% 1-Year Est. Return

Monarch Partners Asset Management's IVC Position: Q2 2021 in Review

Monarch Partners Asset Management sold out of Invacare Corporation (IVC) in Q2 2021, closing a stake of 98,920 shares — an estimated $793K sold.

Monarch Partners Asset Management first reported a position in IVC in Q2 2017 and held it in 16 quarters. The position peaked at $6.58M in Q2 2018. 137 funds tracked by Wall St. Rank hold IVC as of Q2 2021.

  • Monarch Partners Asset Management reported no remaining Invacare Corporation position as of Q2 2021 after selling out during the quarter.
  • Monarch Partners Asset Management sold 98,920 Invacare Corporation shares in Q2 2021, an estimated $793K.
  • Monarch Partners Asset Management first reported a position in Invacare Corporation in Q2 2017 and held it in 16 quarters.
  • Monarch Partners Asset Management's Invacare Corporation position peaked at $6.58M in Q2 2018.
  • 137 funds tracked by Wall St. Rank held Invacare Corporation as of Q2 2021.

Based on Monarch Partners Asset Management's 13F filing for Q2 2021, filed 30 Jul 2021.