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Berman Capital Advisors’s Merck MRK Stock Holding History

Berman Capital Advisors’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
Q3 		$1.51M Buy
20,163
+1,935
+11% +$147K 0.24% 50
2021
Q2 		$1.42M Buy
18,228
+7,778
+74% +$579K 0.23% 56
2021
Q1 		$767K Buy
10,450
+1,343
+15% +$99.1K 0.16% 66
2020
Q4 		$709K Buy
9,107
+63
+0.7% +$4.82K 0.17% 62
2020
Q3 		$713K Sell
9,044
-326
-3% -$25.5K 0.2% 57
2020
Q2 		$689K Sell
9,370
-2,726
-23% -$205K 0.18% 58
2020
Q1 		$885K Buy
12,096
+1,571
+15% +$123K 0.29% 39
2019
Q4 		$911K Buy
10,525
+51
+0.5% +$4.19K 0.26% 42
2019
Q3 		$839K Buy
10,474
+169
+2% +$13.5K 0.26% 41
2019
Q2 		$819K Buy
10,305
+679
+7% +$52K 0.26% 43
2019
Q1 		$761K Sell
9,626
-237
-2% -$17.7K 0.25% 45
2018
Q4 		$718K Buy
9,863
+4,379
+80% +$309K 0.28% 39
2018
Q3 		$356K Sell
5,484
-1,397
-20% -$89K 0.15% 69
2018
Q2 		$393K Buy
6,881
+716
+12% +$40.4K 0.14% 70
2018
Q1 		$320K Buy
+6,165
New +$333K 0.12% 75

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Berman Capital Advisors's MRK Position: Q3 2021 in Review

Berman Capital Advisors increased its Merck (MRK) stake by 11% in Q3 2021, buying an estimated $147K and bringing the position to 20,163 shares worth $1.51M. The position accounts for 0.24% of the portfolio, ranked #50.

Berman Capital Advisors first reported a position in MRK in Q1 2018 and has held it in 15 quarters since. 2,648 funds tracked by Wall St. Rank hold MRK as of Q3 2021.

  • Berman Capital Advisors held 20,163 shares of Merck worth $1.51M as of Q3 2021.
  • Berman Capital Advisors bought 1,935 Merck shares in Q3 2021, an estimated $147K.
  • Merck made up 0.24% of Berman Capital Advisors's portfolio in Q3 2021, its #50 holding.
  • Berman Capital Advisors first reported a position in Merck in Q1 2018 and has held it in 15 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Merck as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.