DT
MERC icon

Diversified Trust’s Mercer International MERC Stock Holding History

Diversified Trust’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
2021
Q4 		– Sell
-12,629
Closed -$146K – 877
2021
Q3 		$146K Sell
12,629
-80
-0.6% -$928 0.01% 749
2021
Q2 		$162K Buy
+12,709
New +$188K 0.01% 730

Other funds holding MERC

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCA
Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diversified Trust's MERC Position: Q4 2021 in Review

Diversified Trust sold out of Mercer International (MERC) in Q4 2021, closing a stake of 12,629 shares — an estimated $146K sold.

Diversified Trust first reported a position in MERC in Q2 2021 and held it in 2 quarters. The position peaked at $162K in Q2 2021. 129 funds tracked by Wall St. Rank hold MERC as of Q4 2021.

  • Diversified Trust reported no remaining Mercer International position as of Q4 2021 after selling out during the quarter.
  • Diversified Trust sold 12,629 Mercer International shares in Q4 2021, an estimated $146K.
  • Diversified Trust first reported a position in Mercer International in Q2 2021 and held it in 2 quarters.
  • Diversified Trust's Mercer International position peaked at $162K in Q2 2021.
  • 129 funds tracked by Wall St. Rank held Mercer International as of Q4 2021.

Based on Diversified Trust's 13F filing for Q4 2021, filed 13 Jan 2022.