Mercer Global Advisors
TOWN icon

Mercer Global Advisors’s Towne Bank TOWN Stock Holding History

Mercer Global Advisors’s Portfolio TOWN Stock Details TOWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-22,622
Closed -$748K – 2276
2024
Q3 		$748K Buy
22,622
+155
+0.7% +$4.98K ﹤0.01% 1140
2024
Q2 		$613K Sell
22,467
-1,515
-6% -$40.8K ﹤0.01% 1198
2024
Q1 		$673K Sell
23,982
-567
-2% -$15.8K ﹤0.01% 1129
2023
Q4 		$731K Sell
24,549
-2,392
-9% -$62K ﹤0.01% 1110
2023
Q3 		$618K Buy
26,941
+6,031
+29% +$145K ﹤0.01% 1149
2023
Q2 		$486K Buy
20,910
+60
+0.3% +$1.44K ﹤0.01% 1246
2023
Q1 		$556K Sell
20,850
-410
-2% -$12.1K ﹤0.01% 1152
2022
Q4 		$656K Buy
21,260
+7,540
+55% +$234K ﹤0.01% 1085
2022
Q3 		$366K Sell
13,720
-10
-0.1% -$287 ﹤0.01% 1302
2022
Q2 		$373K Sell
13,730
-96
-0.7% -$2.74K ﹤0.01% 1314
2022
Q1 		$414K Buy
13,826
+43
+0.3% +$1.35K ﹤0.01% 1328
2021
Q4 		$435K Buy
13,783
+87
+0.6% +$2.77K ﹤0.01% 1273
2021
Q3 		$426K Buy
13,696
+140
+1% +$4.21K ﹤0.01% 1251
2021
Q2 		$412K Buy
13,556
+122
+0.9% +$3.83K ﹤0.01% 1235
2021
Q1 		$408K Sell
13,434
-4,301
-24% -$119K ﹤0.01% 1172
2020
Q4 		$416K Buy
17,735
+179
+1% +$3.7K 0.01% 941
2020
Q3 		$288K Sell
17,556
-226
-1% -$4.02K ﹤0.01% 982
2020
Q2 		$335K Buy
17,782
+23
+0.1% +$427 0.01% 812
2020
Q1 		$321K Buy
17,759
+1,297
+8% +$31.9K 0.01% 784
2019
Q4 		$458K Buy
16,462
+498
+3% +$14K 0.01% 763
2019
Q3 		$443K Buy
15,964
+68
+0.4% +$1.85K 0.01% 737
2019
Q2 		$434K Sell
15,896
-6,718
-30% -$177K 0.01% 741
2019
Q1 		$560K Buy
+22,614
New +$594K 0.02% 588

Other funds holding TOWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Mercer Global Advisors's TOWN Position: Q4 2024 in Review

Mercer Global Advisors sold out of Towne Bank (TOWN) in Q4 2024, closing a stake of 22,622 shares — an estimated $748K sold.

Mercer Global Advisors first reported a position in TOWN in Q1 2019 and held it in 23 quarters. The position peaked at $748K in Q3 2024. 218 funds tracked by Wall St. Rank hold TOWN as of Q4 2024.

  • Mercer Global Advisors reported no remaining Towne Bank position as of Q4 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 22,622 Towne Bank shares in Q4 2024, an estimated $748K.
  • Mercer Global Advisors first reported a position in Towne Bank in Q1 2019 and held it in 23 quarters.
  • Mercer Global Advisors's Towne Bank position peaked at $748K in Q3 2024.
  • 218 funds tracked by Wall St. Rank held Towne Bank as of Q4 2024.

Based on Mercer Global Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.