20/20 Capital Management’s Merck MRK Stock Holding History

20/20 Capital Management’s Portfolio MRK Stock Details MRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$230K	Sell	2,953 -82	-3%	-$6.1K	0.06%	151
2021 Q1	$223K	Hold	3,035	–	–	0.06%	147
2020 Q4	$225K	Buy	3,035 +97	+3%	+$7.42K	0.07%	152
2020 Q3	$232K	Hold	2,938	–	–	0.09%	134
2020 Q2	$227K	Buy	+2,938	New	+$221K	0.09%	127
2020 Q1	–	Sell	-2,714	Closed	-$222K	–	150
2019 Q4	$222K	Buy	+2,714	New	+$223K	0.09%	137

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

20/20 Capital Management's MRK Position: Q2 2021 in Review

20/20 Capital Management reduced its Merck (MRK) stake by 2.7% in Q2 2021, selling an estimated $6.1K and leaving 2,953 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #151.

20/20 Capital Management first reported a position in MRK in Q4 2019 and has held it in 6 quarters since. The position peaked at $232K in Q3 2020. 2,674 funds tracked by Wall St. Rank hold MRK as of Q2 2021.

20/20 Capital Management held 2,953 shares of Merck worth $230K as of Q2 2021.
20/20 Capital Management sold 82 Merck shares in Q2 2021, an estimated $6.1K.
Merck made up 0.06% of 20/20 Capital Management's portfolio in Q2 2021, its #151 holding.
20/20 Capital Management first reported a position in Merck in Q4 2019 and has held it in 6 quarters since.
20/20 Capital Management's Merck position peaked at $232K in Q3 2020.
2,674 funds tracked by Wall St. Rank held Merck as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.