Mercer Global Advisors
GAIN icon

Mercer Global Advisors’s Gladstone Investment Corp GAIN Stock Holding History

Mercer Global Advisors’s Portfolio GAIN Stock Details GAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,599
Closed -$170K – 2174
2024
Q3 		$170K Sell
11,599
-627
-5% -$8.44K ﹤0.01% 1835
2024
Q2 		$171K Sell
12,226
-724
-6% -$10.2K ﹤0.01% 1814
2024
Q1 		$184K Buy
12,950
+1,101
+9% +$15.6K ﹤0.01% 1805
2023
Q4 		$168K Buy
+11,849
New +$164K ﹤0.01% 1865

Other funds holding GAIN

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Mercer Global Advisors's GAIN Position: Q4 2024 in Review

Mercer Global Advisors sold out of Gladstone Investment Corp (GAIN) in Q4 2024, closing a stake of 11,599 shares — an estimated $170K sold.

Mercer Global Advisors first reported a position in GAIN in Q4 2023 and held it in 4 quarters. The position peaked at $184K in Q1 2024. 85 funds tracked by Wall St. Rank hold GAIN as of Q4 2024.

  • Mercer Global Advisors reported no remaining Gladstone Investment Corp position as of Q4 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 11,599 Gladstone Investment Corp shares in Q4 2024, an estimated $170K.
  • Mercer Global Advisors first reported a position in Gladstone Investment Corp in Q4 2023 and held it in 4 quarters.
  • Mercer Global Advisors's Gladstone Investment Corp position peaked at $184K in Q1 2024.
  • 85 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q4 2024.

Based on Mercer Global Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.