Kula Investments’s Mercer International MERC Stock Holding History

Kula Investments’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	-24,473	Closed	-$285K	–	763
2022 Q4	$285K	Buy	+24,473	New	+$325K	0.08%	405

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

Kula Investments's MERC Position: Q1 2023 in Review

Kula Investments sold out of Mercer International (MERC) in Q1 2023, closing a stake of 24,473 shares — an estimated $285K sold.

Kula Investments first reported a position in MERC in Q4 2022 and held it in 1 quarter. The position peaked at $285K in Q4 2022. 132 funds tracked by Wall St. Rank hold MERC as of Q1 2023.

Kula Investments reported no remaining Mercer International position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 24,473 Mercer International shares in Q1 2023, an estimated $285K.
Kula Investments first reported a position in Mercer International in Q4 2022 and held it in 1 quarter.
Kula Investments's Mercer International position peaked at $285K in Q4 2022.
132 funds tracked by Wall St. Rank held Mercer International as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.