UBS AM
IVC

UBS AM’s Invacare Corporation IVC Stock Holding History

UBS AM’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
2021
Q4 		– Sell
-510
Closed -$2.43K – 2922
2021
Q3 		$2.43K Buy
+510
New +$3.73K ﹤0.01% 2745
2019
Q2 		– Sell
-34,958
Closed -$293K – 2891
2019
Q1 		$293K Buy
34,958
+1,700
+5% +$12.2K ﹤0.01% 2328
2018
Q4 		$143K Buy
33,258
+5,657
+20% +$50K ﹤0.01% 2473
2018
Q3 		$402K Hold
27,601
– – ﹤0.01% 2174
2018
Q2 		$513K Hold
27,601
– – ﹤0.01% 2088
2018
Q1 		$480K Buy
27,601
+13,703
+99% +$242K ﹤0.01% 2050
2017
Q4 		$234K Buy
+13,898
New +$226K ﹤0.01% 2233
2016
Q4 		– Sell
-18,698
Closed -$209K – 2717
2016
Q3 		$209K Hold
18,698
– – ﹤0.01% 2447
2016
Q2 		$227K Hold
18,698
– – ﹤0.01% 2376
2016
Q1 		$246K Sell
18,698
-1,800
-9% -$25.5K ﹤0.01% 2322
2015
Q4 		$356K Hold
20,498
– – ﹤0.01% 2255
2015
Q3 		$297K Buy
20,498
+1,800
+10% +$31.5K ﹤0.01% 2296
2015
Q2 		$404K Buy
18,698
+500
+3% +$10.6K ﹤0.01% 2173
2015
Q1 		$353K Buy
18,198
+700
+4% +$12.1K ﹤0.01% 2169
2014
Q4 		$293K Buy
17,498
+2,400
+16% +$36.4K ﹤0.01% 2252
2014
Q3 		$178K Hold
15,098
– – ﹤0.01% 2415
2014
Q2 		$277K Sell
15,098
-100
-0.7% -$1.7K ﹤0.01% 2232
2014
Q1 		$290K Hold
15,198
– – ﹤0.01% 2201
2013
Q4 		$353K Buy
15,198
+100
+0.7% +$2.07K ﹤0.01% 2018
2013
Q3 		$261K Hold
15,098
– – ﹤0.01% 2171
2013
Q2 		$217K Buy
+15,098
New +$209K ﹤0.01% 2232

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

UBS AM's IVC Position: Q4 2021 in Review

UBS AM sold out of Invacare Corporation (IVC) in Q4 2021, closing a stake of 510 shares — an estimated $2.43K sold.

UBS AM first reported a position in IVC in Q2 2013 and held it in 21 quarters. The position peaked at $513K in Q2 2018. 120 funds tracked by Wall St. Rank hold IVC as of Q4 2021.

  • UBS AM reported no remaining Invacare Corporation position as of Q4 2021 after selling out during the quarter.
  • UBS AM sold 510 Invacare Corporation shares in Q4 2021, an estimated $2.43K.
  • UBS AM first reported a position in Invacare Corporation in Q2 2013 and held it in 21 quarters.
  • UBS AM's Invacare Corporation position peaked at $513K in Q2 2018.
  • 120 funds tracked by Wall St. Rank held Invacare Corporation as of Q4 2021.

Based on UBS AM's 13F filing for Q4 2021, filed 14 Feb 2022.