Principal Financial Group
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Principal Financial Group’s Mercer International MERC Stock Holding History

Principal Financial Group’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
2024
Q3 		– Sell
-213,139
Closed -$1.82M – 2336
2024
Q2 		$1.82M Sell
213,139
-9,607
-4% -$92.6K ﹤0.01% 1784
2024
Q1 		$2.22M Sell
222,746
-561
-0.3% -$5.02K ﹤0.01% 1764
2023
Q4 		$2.12M Sell
223,307
-7,661
-3% -$68.7K ﹤0.01% 1763
2023
Q3 		$1.98M Buy
230,968
+4,205
+2% +$36.3K ﹤0.01% 1765
2023
Q2 		$1.83M Sell
226,763
-13,188
-5% -$120K ﹤0.01% 1777
2023
Q1 		$2.35M Sell
239,951
-4,708
-2% -$53.1K ﹤0.01% 1734
2022
Q4 		$2.85M Sell
244,659
-251
-0.1% -$3.34K ﹤0.01% 1700
2022
Q3 		$3.01M Sell
244,910
-2,461
-1% -$36.4K ﹤0.01% 1645
2022
Q2 		$3.25M Sell
247,371
-19,043
-7% -$282K ﹤0.01% 1691
2022
Q1 		$3.72M Sell
266,414
-2,322
-0.9% -$29.9K ﹤0.01% 1749
2021
Q4 		$3.22M Sell
268,736
-6,928
-3% -$76.8K ﹤0.01% 1785
2021
Q3 		$3.19M Buy
275,664
+1,919
+0.7% +$22.3K ﹤0.01% 1794
2021
Q2 		$3.49M Buy
273,745
+2,115
+0.8% +$31.3K ﹤0.01% 1802
2021
Q1 		$3.91M Sell
271,630
-240
-0.1% -$3.2K ﹤0.01% 1731
2020
Q4 		$2.79M Sell
271,870
-10,817
-4% -$86.5K ﹤0.01% 1734
2020
Q3 		$1.87M Sell
282,687
-17,101
-6% -$131K ﹤0.01% 1753
2020
Q2 		$2.45M Sell
299,788
-3,943
-1% -$32.9K ﹤0.01% 1658
2020
Q1 		$2.2M Sell
303,731
-12,562
-4% -$126K ﹤0.01% 1571
2019
Q4 		$3.89M Buy
316,293
+530
+0.2% +$6.47K ﹤0.01% 1598
2019
Q3 		$3.96M Sell
315,763
-31,747
-9% -$401K ﹤0.01% 1584
2019
Q2 		$5.38M Buy
347,510
+1,699
+0.5% +$25.5K ﹤0.01% 1504
2019
Q1 		$4.67M Buy
+345,811
New +$4.75M ﹤0.01% 1568

Other funds holding MERC

IR
IAT Reinsurance New York $310M AUM 13.37% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group's MERC Position: Q3 2024 in Review

Principal Financial Group sold out of Mercer International (MERC) in Q3 2024, closing a stake of 213,139 shares — an estimated $1.82M sold.

Principal Financial Group first reported a position in MERC in Q1 2019 and held it in 22 quarters. The position peaked at $5.38M in Q2 2019. 133 funds tracked by Wall St. Rank hold MERC as of Q3 2024.

  • Principal Financial Group reported no remaining Mercer International position as of Q3 2024 after selling out during the quarter.
  • Principal Financial Group sold 213,139 Mercer International shares in Q3 2024, an estimated $1.82M.
  • Principal Financial Group first reported a position in Mercer International in Q1 2019 and held it in 22 quarters.
  • Principal Financial Group's Mercer International position peaked at $5.38M in Q2 2019.
  • 133 funds tracked by Wall St. Rank held Mercer International as of Q3 2024.

Based on Principal Financial Group's 13F filing for Q3 2024, filed 31 Oct 2024.