Mercer Global Advisors’s Tiptree Inc TIPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Buy |
21,112
+45
| +0.2% | +$1.06K | ﹤0.01% | 1541 |
|
|
2025
Q1 | $508K | Buy |
21,067
+188
| +0.9% | +$4.53K | ﹤0.01% | 1464 |
|
|
2024
Q4 | $436K | Buy |
+20,879
| New | +$436K | ﹤0.01% | 1521 |
|
|
2024
Q3 | – | Sell |
-40,703
| Closed | -$671K | – | 2048 |
|
|
2024
Q2 | $671K | Buy |
+40,703
| New | +$671K | ﹤0.01% | 1157 |
|