Osaic Holdings’s Invacare Corporation IVC Stock Holding History

Osaic Holdings’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	-11,400	Closed	-$5K	–	7688
2022 Q4	$5K	Buy	11,400 +11,000	+2,750%	+$5.91K	﹤0.01%	6340
2022 Q3	$0	Hold	400	–	–	﹤0.01%	7681
2022 Q2	$1K	Sell	400 -330	-45%	-$435	﹤0.01%	7241
2022 Q1	$1K	Buy	730 +230	+46%	+$492	﹤0.01%	7171
2021 Q4	$1K	Sell	500 -72	-13%	-$265	﹤0.01%	7312
2021 Q3	$3K	Buy	572 +72	+14%	+$526	﹤0.01%	6802
2021 Q2	$4K	Hold	500	–	–	﹤0.01%	6540
2021 Q1	$4K	Hold	500	–	–	﹤0.01%	6321
2020 Q4	$5K	Sell	500 -200	-29%	-$1.66K	﹤0.01%	5811
2020 Q3	$5K	Hold	700	–	–	﹤0.01%	5599
2020 Q2	$5K	Hold	700	–	–	﹤0.01%	5513
2020 Q1	$5K	Buy	+700	New	+$5.42K	﹤0.01%	5378

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

Osaic Holdings's IVC Position: Q1 2023 in Review

Osaic Holdings sold out of Invacare Corporation (IVC) in Q1 2023, closing a stake of 11,400 shares — an estimated $5K sold.

Osaic Holdings first reported a position in IVC in Q1 2020 and held it in 12 quarters. The position peaked at $5K in Q4 2022. 10 funds tracked by Wall St. Rank hold IVC as of Q1 2023.

Osaic Holdings reported no remaining Invacare Corporation position as of Q1 2023 after selling out during the quarter.
Osaic Holdings sold 11,400 Invacare Corporation shares in Q1 2023, an estimated $5K.
Osaic Holdings first reported a position in Invacare Corporation in Q1 2020 and held it in 12 quarters.
Osaic Holdings's Invacare Corporation position peaked at $5K in Q4 2022.
10 funds tracked by Wall St. Rank held Invacare Corporation as of Q1 2023.

Based on Osaic Holdings's 13F filing for Q1 2023, filed 12 May 2023.