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USA Financial Formulas’s Mercer International MERC Stock Holding History

USA Financial Formulas’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
2022
Q3 		$120K Buy
+9,762
New +$144K 0.19% 66
2015
Q3 		– Sell
-17,180
Closed -$235K – 160
2015
Q2 		$235K Buy
+17,180
New +$246K 0.07% 198

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
BCA
Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

USA Financial Formulas's MERC Position: Q3 2022 in Review

USA Financial Formulas opened a new position in Mercer International (MERC) in Q3 2022: 9,762 shares worth $120K. The stake represents 0.19% of the portfolio and ranks #66 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in MERC as recently as Q2 2015.

USA Financial Formulas first reported a position in MERC in Q2 2015 and has held it in 2 quarters since. The position peaked at $235K in Q2 2015. 152 funds tracked by Wall St. Rank hold MERC as of Q3 2022.

  • USA Financial Formulas held 9,762 shares of Mercer International worth $120K as of Q3 2022.
  • Mercer International was a new USA Financial Formulas position in Q3 2022.
  • Mercer International made up 0.19% of USA Financial Formulas's portfolio in Q3 2022, its #66 holding.
  • USA Financial Formulas first reported a position in Mercer International in Q2 2015 and has held it in 2 quarters since.
  • USA Financial Formulas's Mercer International position peaked at $235K in Q2 2015.
  • 152 funds tracked by Wall St. Rank held Mercer International as of Q3 2022.

Based on USA Financial Formulas's 13F filing for Q3 2022, filed 24 Oct 2022.