Covestor’s Mercer International MERC Stock Holding History

Covestor’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
2022 Q3	–	Sell	-367	Closed	-$5K	–	2348
2022 Q2	$5K	Sell	367 -108	-23%	-$1.6K	﹤0.01%	1407
2022 Q1	$7K	Buy	+475	New	+$6.12K	﹤0.01%	1411

Other funds holding MERC

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

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

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

RCM

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

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

BCA

Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Covestor's MERC Position: Q3 2022 in Review

Covestor sold out of Mercer International (MERC) in Q3 2022, closing a stake of 367 shares — an estimated $5K sold.

Covestor first reported a position in MERC in Q1 2022 and held it in 2 quarters. The position peaked at $7K in Q1 2022. 152 funds tracked by Wall St. Rank hold MERC as of Q3 2022.

Covestor reported no remaining Mercer International position as of Q3 2022 after selling out during the quarter.
Covestor sold 367 Mercer International shares in Q3 2022, an estimated $5K.
Covestor first reported a position in Mercer International in Q1 2022 and held it in 2 quarters.
Covestor's Mercer International position peaked at $7K in Q1 2022.
152 funds tracked by Wall St. Rank held Mercer International as of Q3 2022.

Based on Covestor's 13F filing for Q3 2022, filed 14 Nov 2022.