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Baystate Wealth Management’s Mercer International MERC Stock Holding History

Baystate Wealth Management’s Portfolio MERC Stock Details MERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$4.78K Buy
+503
New +$4.51K ﹤0.01% 899

Other funds holding MERC

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCA
Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
AF
Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baystate Wealth Management's MERC Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Mercer International (MERC) in Q4 2023: 503 shares worth $4.78K. The stake represents ﹤0.01% of the portfolio and ranks #899 among its holdings.

119 funds tracked by Wall St. Rank hold MERC as of Q4 2023.

  • Baystate Wealth Management held 503 shares of Mercer International worth $4.78K as of Q4 2023.
  • Mercer International was a new Baystate Wealth Management position in Q4 2023.
  • Mercer International made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #899 holding.
  • 119 funds tracked by Wall St. Rank held Mercer International as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.