RIM
IVC

Rockbridge Investment Management’s Invacare Corporation IVC Stock Holding History

Rockbridge 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
Q3 		– Sell
-7
Closed -$9 – 636
2022
Q2 		$9 Hold
7
– – ﹤0.01% 644
2022
Q1 		$11 Hold
7
– – ﹤0.01% 800
2021
Q4 		$0 Hold
7
– – ﹤0.01% 841
2021
Q3 		$0 Hold
7
– – ﹤0.01% 777
2021
Q2 		$0 Hold
7
– – ﹤0.01% 769
2021
Q1 		$0 Hold
7
– – ﹤0.01% 770
2020
Q4 		$0 Hold
7
– – ﹤0.01% 718
2020
Q3 		$0 Hold
7
– – ﹤0.01% 687
2020
Q2 		$0 Buy
+7
New +$47 ﹤0.01% 644

Other funds holding IVC

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AGAM
Audent Global Asset Management West Hollywood, California $89.6M AUM 29.78% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return

Rockbridge Investment Management's IVC Position: Q3 2022 in Review

Rockbridge Investment Management sold out of Invacare Corporation (IVC) in Q3 2022, closing a stake of 7 shares — an estimated $9 sold.

Rockbridge Investment Management first reported a position in IVC in Q2 2020 and held it in 9 quarters. The position peaked at $11 in Q1 2022. 72 funds tracked by Wall St. Rank hold IVC as of Q3 2022.

  • Rockbridge Investment Management reported no remaining Invacare Corporation position as of Q3 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 7 Invacare Corporation shares in Q3 2022, an estimated $9.
  • Rockbridge Investment Management first reported a position in Invacare Corporation in Q2 2020 and held it in 9 quarters.
  • Rockbridge Investment Management's Invacare Corporation position peaked at $11 in Q1 2022.
  • 72 funds tracked by Wall St. Rank held Invacare Corporation as of Q3 2022.

Based on Rockbridge Investment Management's 13F filing for Q3 2022, filed 28 May 2024.