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Summit Securities Group’s Mercer International MERC Stock Holding History

Summit Securities 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
2023
Q4 		– Sell
-1,175
Closed -$10K – 809
2023
Q3 		$10K Buy
+1,175
New +$10.1K ﹤0.01% 425

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

Summit Securities Group's MERC Position: Q4 2023 in Review

Summit Securities Group sold out of Mercer International (MERC) in Q4 2023, closing a stake of 1,175 shares — an estimated $10K sold.

Summit Securities Group first reported a position in MERC in Q3 2023 and held it in 1 quarter. The position peaked at $10K in Q3 2023. 119 funds tracked by Wall St. Rank hold MERC as of Q4 2023.

  • Summit Securities Group reported no remaining Mercer International position as of Q4 2023 after selling out during the quarter.
  • Summit Securities Group sold 1,175 Mercer International shares in Q4 2023, an estimated $10K.
  • Summit Securities Group first reported a position in Mercer International in Q3 2023 and held it in 1 quarter.
  • Summit Securities Group's Mercer International position peaked at $10K in Q3 2023.
  • 119 funds tracked by Wall St. Rank held Mercer International as of Q4 2023.

Based on Summit Securities Group's 13F filing for Q4 2023, filed 14 Feb 2024.