Morgan Stanley
IVC

Morgan Stanley’s Invacare Corporation IVC Stock Holding History

Morgan Stanley’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
-571,269
Closed -$240K – 7969
2022
Q4 		$240K Sell
571,269
-67,590
-11% -$36.3K ﹤0.01% 5588
2022
Q3 		$498K Sell
638,859
-364,533
-36% -$384K ﹤0.01% 5271
2022
Q2 		$1.28M Buy
1,003,392
+195,966
+24% +$258K ﹤0.01% 4859
2022
Q1 		$1.14M Sell
807,426
-358,156
-31% -$766K ﹤0.01% 4901
2021
Q4 		$3.17M Sell
1,165,582
-504,646
-30% -$1.86M ﹤0.01% 4192
2021
Q3 		$7.95M Sell
1,670,228
-201,638
-11% -$1.47M ﹤0.01% 3172
2021
Q2 		$15.1M Buy
1,871,866
+1,737,912
+1,297% +$14.5M ﹤0.01% 2497
2021
Q1 		$1.07M Buy
133,954
+9,084
+7% +$84.6K ﹤0.01% 4687
2020
Q4 		$1.12M Sell
124,870
-197,289
-61% -$1.64M ﹤0.01% 4592
2020
Q3 		$2.42M Buy
322,159
+163,162
+103% +$1.13M ﹤0.01% 3482
2020
Q2 		$1.01M Buy
158,997
+34,245
+27% +$229K ﹤0.01% 4159
2020
Q1 		$926K Sell
124,752
-63,062
-34% -$489K ﹤0.01% 4017
2019
Q4 		$1.69M Buy
187,814
+24,976
+15% +$210K ﹤0.01% 4166
2019
Q3 		$1.22M Sell
162,838
-382,106
-70% -$2.14M ﹤0.01% 4172
2019
Q2 		$2.83M Buy
544,944
+488,814
+871% +$3.19M ﹤0.01% 3487
2019
Q1 		$469K Sell
56,130
-894,392
-94% -$6.44M ﹤0.01% 4578
2018
Q4 		$4.09M Buy
950,522
+616,456
+185% +$5.45M ﹤0.01% 3125
2018
Q3 		$4.86M Buy
334,066
+101,118
+43% +$1.68M ﹤0.01% 3207
2018
Q2 		$4.33M Buy
232,948
+165,565
+246% +$2.99M ﹤0.01% 3316
2018
Q1 		$1.17M Sell
67,383
-186,288
-73% -$3.28M ﹤0.01% 4431
2017
Q4 		$4.27M Buy
253,671
+41,871
+20% +$681K ﹤0.01% 3280
2017
Q3 		$3.34M Buy
211,800
+183,960
+661% +$2.63M ﹤0.01% 3382
2017
Q2 		$367K Sell
27,840
-16,351
-37% -$215K ﹤0.01% 4988
2017
Q1 		$526K Sell
44,191
-52,625
-54% -$631K ﹤0.01% 4807
2016
Q4 		$1.26M Buy
96,816
+89,016
+1,141% +$1.02M ﹤0.01% 4294
2016
Q3 		$87K Buy
7,800
+5,800
+290% +$69.8K ﹤0.01% 5365
2016
Q2 		$24K Sell
2,000
-21,670
-92% -$255K ﹤0.01% 5794
2016
Q1 		$311K Buy
23,670
+20,989
+783% +$298K ﹤0.01% 4714
2015
Q4 		$47K Sell
2,681
-608
-18% -$11K ﹤0.01% 5744
2015
Q3 		$48K Sell
3,289
-38,498
-92% -$674K ﹤0.01% 5747
2015
Q2 		$904K Buy
+41,787
New +$885K ﹤0.01% 4284
2015
Q1 		– Sell
-1,380
Closed -$23K – 6700
2014
Q4 		$23K Sell
1,380
-66,864
-98% -$1.01M ﹤0.01% 6013
2014
Q3 		$806K Buy
68,244
+6,672
+11% +$102K ﹤0.01% 4232
2014
Q2 		$1.13M Sell
61,572
-1,322
-2% -$22.4K ﹤0.01% 3958
2014
Q1 		$1.2M Sell
62,894
-9,431
-13% -$194K ﹤0.01% 3842
2013
Q4 		$1.68M Sell
72,325
-11,330
-14% -$235K ﹤0.01% 3509
2013
Q3 		$1.45M Sell
83,655
-265,575
-76% -$4.22M ﹤0.01% 3485
2013
Q2 		$5.01M Buy
+349,230
New +$4.84M ﹤0.01% 2324

Other funds holding IVC

Acadian Asset Management
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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.33B AUM 21.85% 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

Morgan Stanley's IVC Position: Q1 2023 in Review

Morgan Stanley sold out of Invacare Corporation (IVC) in Q1 2023, closing a stake of 571,269 shares — an estimated $240K sold.

Morgan Stanley first reported a position in IVC in Q2 2013 and held it in 38 quarters. The position peaked at $15.1M in Q2 2021. 10 funds tracked by Wall St. Rank hold IVC as of Q1 2023.

  • Morgan Stanley reported no remaining Invacare Corporation position as of Q1 2023 after selling out during the quarter.
  • Morgan Stanley sold 571,269 Invacare Corporation shares in Q1 2023, an estimated $240K.
  • Morgan Stanley first reported a position in Invacare Corporation in Q2 2013 and held it in 38 quarters.
  • Morgan Stanley's Invacare Corporation position peaked at $15.1M in Q2 2021.
  • 10 funds tracked by Wall St. Rank held Invacare Corporation as of Q1 2023.

Based on Morgan Stanley's 13F filing for Q1 2023, filed 15 May 2023.