BerganKDV Wealth Management’s Mercer International MERC Stock Holding History

BerganKDV 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 Q1	–	Sell	-832	Closed	-$9.68K	–	1097
2022 Q4	$9.68K	Hold	832	–	–	﹤0.01%	576
2022 Q3	$10K	Sell	832 -30,000	-97%	-$444K	﹤0.01%	572
2022 Q2	$405K	Hold	30,832	–	–	0.05%	190
2022 Q1	$430K	Hold	30,832	–	–	0.05%	193
2021 Q4	$370K	Hold	30,832	–	–	0.04%	216
2021 Q3	$357K	Hold	30,832	–	–	0.04%	206
2021 Q2	$393K	Hold	30,832	–	–	0.05%	194
2021 Q1	$444K	Hold	30,832	–	–	0.06%	178
2020 Q4	$316K	Hold	30,832	–	–	0.04%	187
2020 Q3	$203K	Hold	30,832	–	–	0.03%	211
2020 Q2	$252K	Hold	30,832	–	–	0.04%	202
2020 Q1	$223K	Hold	30,832	–	–	0.05%	199
2019 Q4	$379K	Hold	30,832	–	–	0.07%	173
2019 Q3	$387K	Sell	30,832 -8,123	-21%	-$103K	0.08%	152
2019 Q2	$603K	Hold	38,955	–	–	0.12%	125
2019 Q1	$526K	Sell	38,955 -1,816	-4%	-$25K	0.11%	132
2018 Q4	$426K	Sell	40,771 -1,529	-4%	-$21.2K	0.1%	126
2018 Q3	$711K	Hold	42,300	–	–	0.15%	107
2018 Q2	$740K	Hold	42,300	–	–	0.17%	108
2018 Q1	$527K	Hold	42,300	–	–	0.14%	117
2017 Q4	$605K	Hold	42,300	–	–	0.14%	116
2017 Q3	$501K	Hold	42,300	–	–	0.13%	124
2017 Q2	$486K	Hold	42,300	–	–	0.14%	117
2017 Q1	$495K	Hold	42,300	–	–	0.15%	115
2016 Q4	$450K	Sell	42,300 -156,430	-79%	-$1.42M	0.15%	121
2016 Q3	$1.68M	Buy	198,730 +156,430	+370%	+$1.3M	0.58%	25
2016 Q2	$338K	Hold	42,300	–	–	0.14%	119
2016 Q1	$400K	Buy	+42,300	New	+$341K	0.24%	104

Other funds holding MERC

IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

RCM

Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BerganKDV Wealth Management's MERC Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Mercer International (MERC) in Q1 2023, closing a stake of 832 shares — an estimated $9.68K sold.

BerganKDV Wealth Management first reported a position in MERC in Q1 2016 and held it in 28 quarters. The position peaked at $1.68M in Q3 2016. 132 funds tracked by Wall St. Rank hold MERC as of Q1 2023.

BerganKDV Wealth Management reported no remaining Mercer International position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 832 Mercer International shares in Q1 2023, an estimated $9.68K.
BerganKDV Wealth Management first reported a position in Mercer International in Q1 2016 and held it in 28 quarters.
BerganKDV Wealth Management's Mercer International position peaked at $1.68M in Q3 2016.
132 funds tracked by Wall St. Rank held Mercer International as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.