Mercer Global Advisors
HDUS

Mercer Global Advisors’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

Mercer Global Advisors’s Portfolio HDUS Stock Details HDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,898
Closed -$259K – 1996
2023
Q2 		$259K Buy
+5,898
New +$247K ﹤0.01% 1599

Other funds holding HDUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Mercer Global Advisors's HDUS Position: Q3 2023 in Review

Mercer Global Advisors sold out of Hartford Disciplined US Equity ETF (HDUS) in Q3 2023, closing a stake of 5,898 shares — an estimated $259K sold.

Mercer Global Advisors first reported a position in HDUS in Q2 2023 and held it in 1 quarter. The position peaked at $259K in Q2 2023. 23 funds tracked by Wall St. Rank hold HDUS as of Q3 2023.

  • Mercer Global Advisors reported no remaining Hartford Disciplined US Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Mercer Global Advisors sold 5,898 Hartford Disciplined US Equity ETF shares in Q3 2023, an estimated $259K.
  • Mercer Global Advisors first reported a position in Hartford Disciplined US Equity ETF in Q2 2023 and held it in 1 quarter.
  • Mercer Global Advisors's Hartford Disciplined US Equity ETF position peaked at $259K in Q2 2023.
  • 23 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q3 2023.

Based on Mercer Global Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.