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Berry Group’s Merck MRK Stock Holding History

Berry 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
2020
Q4 		$1.39M Sell
17,770
-639
-3% -$48.9K 0.63% 36
2020
Q3 		$1.46M Buy
18,409
+422
+2% +$33.1K 0.78% 29
2020
Q2 		$1.33M Buy
17,987
+3
+0% +$226 0.82% 30
2020
Q1 		$1.32M Sell
17,984
-3,141
-15% -$247K 1% 28
2019
Q4 		$1.83M Buy
+21,125
New +$1.74M 0.99% 30

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Berry Group's MRK Position: Q4 2020 in Review

Berry Group reduced its Merck (MRK) stake by 3.5% in Q4 2020, selling an estimated $48.9K and leaving 17,770 shares worth $1.39M. The position accounts for 0.63% of the portfolio, ranked #36.

Berry Group first reported a position in MRK in Q4 2019 and has held it in 5 quarters since. The position peaked at $1.83M in Q4 2019. 2,708 funds tracked by Wall St. Rank hold MRK as of Q4 2020.

  • Berry Group held 17,770 shares of Merck worth $1.39M as of Q4 2020.
  • Berry Group sold 639 Merck shares in Q4 2020, an estimated $48.9K.
  • Merck made up 0.63% of Berry Group's portfolio in Q4 2020, its #36 holding.
  • Berry Group first reported a position in Merck in Q4 2019 and has held it in 5 quarters since.
  • Berry Group's Merck position peaked at $1.83M in Q4 2019.
  • 2,708 funds tracked by Wall St. Rank held Merck as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.