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North Star Investment Management’s Mercer International MERC Stock Holding History

North Star Investment Management’s Portfolio MERC Stock Details MERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-62,083
Closed -$533K – 1254
2023
Q3 		$533K Hold
62,083
– – 0.05% 313
2023
Q2 		$501K Hold
62,083
– – 0.04% 342
2023
Q1 		$607K Hold
62,083
– – 0.05% 319
2022
Q4 		$723K Buy
+62,083
New +$826K 0.06% 290

Other funds holding MERC

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCA
Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
AF
Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

North Star Investment Management's MERC Position: Q4 2023 in Review

North Star Investment Management sold out of Mercer International (MERC) in Q4 2023, closing a stake of 62,083 shares — an estimated $533K sold.

North Star Investment Management first reported a position in MERC in Q4 2022 and held it in 4 quarters. The position peaked at $723K in Q4 2022. 119 funds tracked by Wall St. Rank hold MERC as of Q4 2023.

  • North Star Investment Management reported no remaining Mercer International position as of Q4 2023 after selling out during the quarter.
  • North Star Investment Management sold 62,083 Mercer International shares in Q4 2023, an estimated $533K.
  • North Star Investment Management first reported a position in Mercer International in Q4 2022 and held it in 4 quarters.
  • North Star Investment Management's Mercer International position peaked at $723K in Q4 2022.
  • 119 funds tracked by Wall St. Rank held Mercer International as of Q4 2023.

Based on North Star Investment Management's 13F filing for Q4 2023, filed 10 Jan 2024.