Punch & Associates Investment Management’s Invacare Corporation IVC Stock Holding History

Punch & Associates Investment 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
2022 Q1	–	Sell	-655,725	Closed	-$1.78M	–	254
2021 Q4	$1.78M	Sell	655,725 -512,000	-44%	-$1.89M	0.09%	169
2021 Q3	$5.56M	Hold	1,167,725	–	–	0.32%	127
2021 Q2	$9.42M	Buy	1,167,725 +7,000	+0.6%	+$58.3K	0.53%	71
2021 Q1	$9.31M	Buy	1,160,725 +212,995	+22%	+$1.98M	0.56%	69
2020 Q4	$8.48M	Buy	947,730 +103,500	+12%	+$861K	0.59%	66
2020 Q3	$6.35M	Buy	844,230 +1,000	+0.1%	+$6.93K	0.55%	73
2020 Q2	$5.37M	Buy	843,230 +616,430	+272%	+$4.12M	0.49%	86
2020 Q1	$1.69M	Buy	+226,800	New	+$1.76M	0.2%	138

Other funds holding IVC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

RCM

Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

NRC

North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return

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

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

Punch & Associates Investment Management's IVC Position: Q1 2022 in Review

Punch & Associates Investment Management sold out of Invacare Corporation (IVC) in Q1 2022, closing a stake of 655,725 shares — an estimated $1.78M sold.

Punch & Associates Investment Management first reported a position in IVC in Q1 2020 and held it in 8 quarters. The position peaked at $9.42M in Q2 2021. 109 funds tracked by Wall St. Rank hold IVC as of Q1 2022.

Punch & Associates Investment Management reported no remaining Invacare Corporation position as of Q1 2022 after selling out during the quarter.
Punch & Associates Investment Management sold 655,725 Invacare Corporation shares in Q1 2022, an estimated $1.78M.
Punch & Associates Investment Management first reported a position in Invacare Corporation in Q1 2020 and held it in 8 quarters.
Punch & Associates Investment Management's Invacare Corporation position peaked at $9.42M in Q2 2021.
109 funds tracked by Wall St. Rank held Invacare Corporation as of Q1 2022.

Based on Punch & Associates Investment Management's 13F filing for Q1 2022, filed 16 May 2022.