Mercer Global Advisors
III icon

Mercer Global Advisors’s Information Services Group III Stock Holding History

Mercer Global Advisors’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,091
Closed -$64.1K – 3285
2025
Q4 		$64.1K Buy
11,091
+510
+5% +$2.86K ﹤0.01% 2770
2025
Q3 		$60.8K Buy
10,581
+304
+3% +$1.51K ﹤0.01% 2579
2025
Q2 		$49.3K Sell
10,277
-4,703
-31% -$20.3K ﹤0.01% 2203
2025
Q1 		$58.6K Buy
14,980
+3,608
+32% +$11.8K ﹤0.01% 2095
2024
Q4 		$38K Buy
+11,372
New +$38K ﹤0.01% 2092
2023
Q2 		– Sell
-37,698
Closed -$192K – 1980
2023
Q1 		$192K Sell
37,698
-1,078
-3% -$5.54K ﹤0.01% 1743
2022
Q4 		$178K Buy
+38,776
New +$196K ﹤0.01% 1734

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return