ST
IVC

Sageworth Trust’s Invacare Corporation IVC Stock Holding History

Sageworth Trust’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
-33
Closed – – 844
2021
Q4 		$0 Sell
33
-112
-77% -$413 ﹤0.01% 864
2021
Q3 		$1K Hold
145
– – ﹤0.01% 850
2021
Q2 		$1K Buy
+145
New +$1.21K ﹤0.01% 892

Other funds holding IVC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sageworth Trust's IVC Position: Q1 2022 in Review

Sageworth Trust sold out of Invacare Corporation (IVC) in Q1 2022, closing a stake of 33 shares.

Sageworth Trust first reported a position in IVC in Q2 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 109 funds tracked by Wall St. Rank hold IVC as of Q1 2022.

  • Sageworth Trust reported no remaining Invacare Corporation position as of Q1 2022 after selling out during the quarter.
  • Sageworth Trust sold 33 Invacare Corporation shares in Q1 2022.
  • Sageworth Trust first reported a position in Invacare Corporation in Q2 2021 and held it in 3 quarters.
  • Sageworth Trust's Invacare Corporation position peaked at $1K in Q3 2021.
  • 109 funds tracked by Wall St. Rank held Invacare Corporation as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.