Mercer Global Advisors
SH icon

Mercer Global Advisors’s ProShares Short S&P500 SH Stock Holding History

Mercer Global Advisors’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,224
Closed -$147K – 2041
2024
Q2 		$147K Hold
3,224
– – ﹤0.01% 1833
2024
Q1 		$153K Buy
3,224
+602
+23% +$30.1K ﹤0.01% 1822
2023
Q4 		$136K Buy
2,622
+112
+4% +$6.27K ﹤0.01% 1884
2023
Q3 		$145K Buy
+2,510
New +$140K ﹤0.01% 1808
2023
Q1 		– Sell
-437,520
Closed -$28.1M – 2034
2022
Q4 		$28.1M Buy
+437,520
New +$28M 0.14% 116

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
MSCM
Marlin Sams Capital Management New York $191M AUM 72.04% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
GCM
Gunderson Capital Management Mt. Pleasant, South Carolina $370M AUM 211.56% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors's SH Position: Q3 2024 in Review

Mercer Global Advisors sold out of ProShares Short S&P500 (SH) in Q3 2024, closing a stake of 3,224 shares — an estimated $147K sold.

Mercer Global Advisors first reported a position in SH in Q4 2022 and held it in 5 quarters. The position peaked at $28.1M in Q4 2022. 159 funds tracked by Wall St. Rank hold SH as of Q3 2024.

  • Mercer Global Advisors reported no remaining ProShares Short S&P500 position as of Q3 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 3,224 ProShares Short S&P500 shares in Q3 2024, an estimated $147K.
  • Mercer Global Advisors first reported a position in ProShares Short S&P500 in Q4 2022 and held it in 5 quarters.
  • Mercer Global Advisors's ProShares Short S&P500 position peaked at $28.1M in Q4 2022.
  • 159 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2024.

Based on Mercer Global Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.