Mercer Global Advisors
MDV

Mercer Global Advisors’s Modiv Industrial MDV Stock Holding History

Mercer Global Advisors’s Portfolio MDV Stock Details MDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-13,210
Closed -$183K – 2017
2023
Q2 		$183K Buy
+13,210
New +$157K ﹤0.01% 1753

Other funds holding MDV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Mercer Global Advisors sold out of Modiv Industrial (MDV) in Q3 2023, closing a stake of 13,210 shares — an estimated $183K sold.

Mercer Global Advisors first reported a position in MDV in Q2 2023 and held it in 1 quarter. The position peaked at $183K in Q2 2023. 20 funds tracked by Wall St. Rank hold MDV as of Q3 2023.

  • Mercer Global Advisors reported no remaining Modiv Industrial position as of Q3 2023 after selling out during the quarter.
  • Mercer Global Advisors sold 13,210 Modiv Industrial shares in Q3 2023, an estimated $183K.
  • Mercer Global Advisors first reported a position in Modiv Industrial in Q2 2023 and held it in 1 quarter.
  • Mercer Global Advisors's Modiv Industrial position peaked at $183K in Q2 2023.
  • 20 funds tracked by Wall St. Rank held Modiv Industrial as of Q3 2023.

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