Lido Advisors
MERC icon

Lido Advisors’s Mercer International MERC Stock Holding History

Lido Advisors’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
-23,660
Closed -$275K – 1212
2022
Q4 		$275K Buy
23,660
+2,708
+13% +$36K ﹤0.01% 815
2022
Q3 		$257K Buy
+20,952
New +$310K ﹤0.01% 815

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
AF
Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return
WA
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lido Advisors's MERC Position: Q1 2023 in Review

Lido Advisors sold out of Mercer International (MERC) in Q1 2023, closing a stake of 23,660 shares — an estimated $275K sold.

Lido Advisors first reported a position in MERC in Q3 2022 and held it in 2 quarters. The position peaked at $275K in Q4 2022. 132 funds tracked by Wall St. Rank hold MERC as of Q1 2023.

  • Lido Advisors reported no remaining Mercer International position as of Q1 2023 after selling out during the quarter.
  • Lido Advisors sold 23,660 Mercer International shares in Q1 2023, an estimated $275K.
  • Lido Advisors first reported a position in Mercer International in Q3 2022 and held it in 2 quarters.
  • Lido Advisors's Mercer International position peaked at $275K in Q4 2022.
  • 132 funds tracked by Wall St. Rank held Mercer International as of Q1 2023.

Based on Lido Advisors's 13F filing for Q1 2023, filed 15 May 2023.