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Sowell Financial Services’s Mercer International MERC Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-12,458
Closed -$199K – 1841
2021
Q1 		$199K Sell
12,458
-3,005
-19% -$40K 0.01% 1055
2020
Q4 		$158K Buy
15,463
+6,540
+73% +$52.3K 0.01% 949
2020
Q3 		$59K Buy
8,923
+7,934
+802% +$60.8K ﹤0.01% 1155
2020
Q2 		$8K Buy
+989
New +$8.26K ﹤0.01% 1768

Other funds holding MERC

IR
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
RCM
Redwood Capital Management New York $927M AUM 153.64% 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 $617B AUM 30.33% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's MERC Position: Q2 2021 in Review

Sowell Financial Services sold out of Mercer International (MERC) in Q2 2021, closing a stake of 12,458 shares — an estimated $199K sold.

Sowell Financial Services first reported a position in MERC in Q2 2020 and held it in 4 quarters. The position peaked at $199K in Q1 2021. 126 funds tracked by Wall St. Rank hold MERC as of Q2 2021.

  • Sowell Financial Services reported no remaining Mercer International position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 12,458 Mercer International shares in Q2 2021, an estimated $199K.
  • Sowell Financial Services first reported a position in Mercer International in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's Mercer International position peaked at $199K in Q1 2021.
  • 126 funds tracked by Wall St. Rank held Mercer International as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.