Mercer Global Advisors
DCI icon

Mercer Global Advisors’s Donaldson DCI Stock Holding History

Mercer Global Advisors’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.63M Sell
19,175
-194
-1% -$18.7K ﹤0.01% 1296
2025
Q4 		$1.72M Buy
19,369
+2,917
+18% +$253K ﹤0.01% 1181
2025
Q3 		$1.35M Buy
16,452
+6,826
+71% +$515K ﹤0.01% 1228
2025
Q2 		$668K Sell
9,626
-1,137
-11% -$76.5K ﹤0.01% 1415
2025
Q1 		$722K Buy
10,763
+3,945
+58% +$273K ﹤0.01% 1290
2024
Q4 		$459K Buy
+6,818
New +$503K ﹤0.01% 1494
2022
Q1 		– Sell
-3,435
Closed -$204K – 1888
2021
Q4 		$204K Buy
+3,435
New +$203K ﹤0.01% 1650
2021
Q3 		– Sell
-3,967
Closed -$252K – 1768
2021
Q2 		$252K Buy
3,967
+472
+14% +$29.2K ﹤0.01% 1460
2021
Q1 		$203K Buy
+3,495
New +$209K ﹤0.01% 1474

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State Farm Mutual Automobile Insurance
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VPM
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VCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return