UBS Group
IVC

UBS Group’s Invacare Corporation IVC Stock Holding History

UBS Group’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
2023
Q1 		– Sell
-62,129
Closed -$26.1K – 11439
2022
Q4 		$26.1K Buy
62,129
+26,753
+76% +$14.4K ﹤0.01% 7384
2022
Q3 		$28K Buy
35,376
+4,078
+13% +$4.29K ﹤0.01% 6973
2022
Q2 		$40K Sell
31,298
-6,239
-17% -$8.22K ﹤0.01% 6111
2022
Q1 		$53K Buy
37,537
+25,048
+201% +$53.6K ﹤0.01% 6449
2021
Q4 		$34K Buy
12,489
+12,389
+12,389% +$45.7K ﹤0.01% 7287
2021
Q3 		$0 Sell
100
-2,065
-95% -$15.1K ﹤0.01% 10426
2021
Q2 		$17K Sell
2,165
-14,482
-87% -$121K ﹤0.01% 7539
2021
Q1 		$133K Sell
16,647
-6,880
-29% -$64.1K ﹤0.01% 5741
2020
Q4 		$211K Buy
23,527
+11,451
+95% +$95.2K ﹤0.01% 5213
2020
Q3 		$91K Sell
12,076
-2,929
-20% -$20.3K ﹤0.01% 5247
2020
Q2 		$96K Sell
15,005
-6,688
-31% -$44.7K ﹤0.01% 5349
2020
Q1 		$161K Sell
21,693
-22,309
-51% -$173K ﹤0.01% 4893
2019
Q4 		$397K Buy
44,002
+14,519
+49% +$122K ﹤0.01% 5048
2019
Q3 		$221K Buy
29,483
+18,234
+162% +$102K ﹤0.01% 5171
2019
Q2 		$58K Buy
11,249
+7,517
+201% +$49K ﹤0.01% 5791
2019
Q1 		$32K Sell
3,732
-13,128
-78% -$94.5K ﹤0.01% 5904
2018
Q4 		$72K Sell
16,860
-343,038
-95% -$3.03M ﹤0.01% 5816
2018
Q3 		$5.24M Sell
359,898
-996
-0.3% -$16.5K ﹤0.01% 2306
2018
Q2 		$6.71M Buy
360,894
+5,332
+1% +$96.5K ﹤0.01% 2088
2018
Q1 		$6.19M Buy
355,562
+166,532
+88% +$2.94M ﹤0.01% 2114
2017
Q4 		$3.19M Buy
189,030
+31,492
+20% +$512K ﹤0.01% 2774
2017
Q3 		$2.48M Buy
157,538
+154,664
+5,381% +$2.21M ﹤0.01% 2928
2017
Q2 		$38K Buy
2,874
+1,446
+101% +$19K ﹤0.01% 5856
2017
Q1 		$17K Sell
1,428
-4,350
-75% -$52.2K ﹤0.01% 6280
2016
Q4 		$75K Buy
5,778
+943
+20% +$10.9K ﹤0.01% 5506
2016
Q3 		$54K Sell
4,835
-3,864
-44% -$46.5K ﹤0.01% 5455
2016
Q2 		$105K Buy
8,699
+6,551
+305% +$77.2K ﹤0.01% 4997
2016
Q1 		$28K Buy
2,148
+25
+1% +$355 ﹤0.01% 5952
2015
Q4 		$37K Buy
2,123
+122
+6% +$2.2K ﹤0.01% 6125
2015
Q3 		$29K Sell
2,001
-435
-18% -$7.61K ﹤0.01% 6337
2015
Q2 		$52K Buy
2,436
+195
+9% +$4.13K ﹤0.01% 5991
2015
Q1 		$44K Sell
2,241
-4,103
-65% -$71.1K ﹤0.01% 6179
2014
Q4 		$106K Buy
+6,344
New +$96.3K ﹤0.01% 5651

Other funds holding IVC

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
IIM
Ironwood Investment Management Boston, Massachusetts $240M AUM 45.82% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.33B AUM 21.85% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

UBS Group's IVC Position: Q1 2023 in Review

UBS Group sold out of Invacare Corporation (IVC) in Q1 2023, closing a stake of 62,129 shares — an estimated $26.1K sold.

UBS Group first reported a position in IVC in Q4 2014 and held it in 33 quarters. The position peaked at $6.71M in Q2 2018. 10 funds tracked by Wall St. Rank hold IVC as of Q1 2023.

  • UBS Group reported no remaining Invacare Corporation position as of Q1 2023 after selling out during the quarter.
  • UBS Group sold 62,129 Invacare Corporation shares in Q1 2023, an estimated $26.1K.
  • UBS Group first reported a position in Invacare Corporation in Q4 2014 and held it in 33 quarters.
  • UBS Group's Invacare Corporation position peaked at $6.71M in Q2 2018.
  • 10 funds tracked by Wall St. Rank held Invacare Corporation as of Q1 2023.

Based on UBS Group's 13F filing for Q1 2023, filed 12 May 2023.