SKK
IVC

Shepherd Kaplan Krochuk’s Invacare Corporation IVC Stock Holding History

Shepherd Kaplan Krochuk’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
Q4 		– Sell
-72,000
Closed -$56K – 149
2022
Q3 		$56K Sell
72,000
-50,469
-41% -$53.1K 0.03% 132
2022
Q2 		$157K Buy
122,469
+6,000
+5% +$7.9K 0.07% 160
2022
Q1 		$164K Sell
116,469
-69,400
-37% -$148K 0.06% 170
2021
Q4 		$506K Buy
185,869
+156,744
+538% +$578K 0.18% 98
2021
Q3 		$139K Buy
+29,125
New +$213K 0.05% 177
2021
Q2 		– Sell
-16,000
Closed -$128K – 203
2021
Q1 		$128K Buy
+16,000
New +$149K 0.05% 173

Other funds holding IVC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AGAM
Audent Global Asset Management West Hollywood, California $100M AUM 22.83% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shepherd Kaplan Krochuk's IVC Position: Q4 2022 in Review

Shepherd Kaplan Krochuk sold out of Invacare Corporation (IVC) in Q4 2022, closing a stake of 72,000 shares — an estimated $56K sold.

Shepherd Kaplan Krochuk first reported a position in IVC in Q1 2021 and held it in 6 quarters. The position peaked at $506K in Q4 2021. 66 funds tracked by Wall St. Rank hold IVC as of Q4 2022.

  • Shepherd Kaplan Krochuk reported no remaining Invacare Corporation position as of Q4 2022 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 72,000 Invacare Corporation shares in Q4 2022, an estimated $56K.
  • Shepherd Kaplan Krochuk first reported a position in Invacare Corporation in Q1 2021 and held it in 6 quarters.
  • Shepherd Kaplan Krochuk's Invacare Corporation position peaked at $506K in Q4 2021.
  • 66 funds tracked by Wall St. Rank held Invacare Corporation as of Q4 2022.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2022, filed 14 Feb 2023.