Wellington Management Group
IVC

Wellington Management Group’s Invacare Corporation IVC Stock Holding History

Wellington Management 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
2021
Q3 		– Sell
-745,388
Closed -$6.01M – 2306
2021
Q2 		$6.01M Sell
745,388
-543,755
-42% -$4.53M ﹤0.01% 1451
2021
Q1 		$10.3M Sell
1,289,143
-62,397
-5% -$581K ﹤0.01% 1234
2020
Q4 		$12.1M Buy
1,351,540
+20,600
+2% +$171K ﹤0.01% 1140
2020
Q3 		$10M Hold
1,330,940
– – ﹤0.01% 1100
2020
Q2 		$8.48M Buy
1,330,940
+264,800
+25% +$1.77M ﹤0.01% 1103
2020
Q1 		$7.92M Buy
1,066,140
+896,840
+530% +$6.95M ﹤0.01% 1096
2019
Q4 		$1.53M Buy
+169,300
New +$1.42M ﹤0.01% 1610
2014
Q1 		– Sell
-170,484
Closed -$3.96M – 2252
2013
Q4 		$3.96M Sell
170,484
-1,700
-1% -$35.2K ﹤0.01% 1534
2013
Q3 		$2.97M Sell
172,184
-6,600
-4% -$105K ﹤0.01% 1565
2013
Q2 		$2.57M Buy
+178,784
New +$2.48M ﹤0.01% 1588

Other funds holding IVC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 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 $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wellington Management Group's IVC Position: Q3 2021 in Review

Wellington Management Group sold out of Invacare Corporation (IVC) in Q3 2021, closing a stake of 745,388 shares — an estimated $6.01M sold.

Wellington Management Group first reported a position in IVC in Q2 2013 and held it in 10 quarters. The position peaked at $12.1M in Q4 2020. 139 funds tracked by Wall St. Rank hold IVC as of Q3 2021.

  • Wellington Management Group reported no remaining Invacare Corporation position as of Q3 2021 after selling out during the quarter.
  • Wellington Management Group sold 745,388 Invacare Corporation shares in Q3 2021, an estimated $6.01M.
  • Wellington Management Group first reported a position in Invacare Corporation in Q2 2013 and held it in 10 quarters.
  • Wellington Management Group's Invacare Corporation position peaked at $12.1M in Q4 2020.
  • 139 funds tracked by Wall St. Rank held Invacare Corporation as of Q3 2021.

Based on Wellington Management Group's 13F filing for Q3 2021, filed 15 Nov 2021.