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Advisor Group’s Merck MRK Stock Holding History

Advisor Group’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
2019
Q4 		$32.2M Buy
371,421
+16,147
+5% +$1.33M 0.22% 84
2019
Q3 		$28.5M Buy
355,274
+13,906
+4% +$1.11M 0.21% 89
2019
Q2 		$27.3M Buy
341,368
+31,168
+10% +$2.39M 0.21% 86
2019
Q1 		$24.6M Buy
310,200
+34,387
+12% +$2.57M 0.2% 89
2018
Q4 		$20.1M Buy
275,813
+11,561
+4% +$816K 0.2% 91
2018
Q3 		$17.9M Buy
264,252
+52,708
+25% +$3.36M 0.18% 99
2018
Q2 		$12.3M Sell
211,544
-17,012
-7% -$960K 0.17% 117
2018
Q1 		$11.9M Sell
228,556
-3,688
-2% -$199K 0.16% 121
2017
Q4 		$12.5M Buy
232,244
+4,144
+2% +$230K 0.17% 115
2017
Q3 		$13.9M Buy
228,100
+27,290
+14% +$1.65M 0.22% 91
2017
Q2 		$12.3M Buy
200,810
+18,306
+10% +$1.11M 0.22% 102
2017
Q1 		$11.1M Sell
182,504
-1,280
-0.7% -$77.7K 0.22% 95
2016
Q4 		$10.3M Sell
183,784
-24,393
-12% -$1.43M 0.23% 92
2016
Q3 		$12.4M Buy
208,177
+9,781
+5% +$572K 0.3% 70
2016
Q2 		$10.9M Buy
+198,396
New +$10.6M 0.29% 72

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisor Group's MRK Position: Q4 2019 in Review

Advisor Group increased its Merck (MRK) stake by 4.5% in Q4 2019, buying an estimated $1.33M and bringing the position to 371,421 shares worth $32.2M. The position accounts for 0.22% of the portfolio, ranked #84.

Advisor Group first reported a position in MRK in Q2 2016 and has held it in 15 quarters since. 2,536 funds tracked by Wall St. Rank hold MRK as of Q4 2019.

  • Advisor Group held 371,421 shares of Merck worth $32.2M as of Q4 2019.
  • Advisor Group bought 16,147 Merck shares in Q4 2019, an estimated $1.33M.
  • Merck made up 0.22% of Advisor Group's portfolio in Q4 2019, its #84 holding.
  • Advisor Group first reported a position in Merck in Q2 2016 and has held it in 15 quarters since.
  • 2,536 funds tracked by Wall St. Rank held Merck as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.