Blue Chip Wealth Management’s Merck MRK Stock Holding History

Blue Chip Wealth 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
2020 Q3	$627K	Buy	7,921 +43	+0.5%	+$3.37K	0.49%	49
2020 Q2	$581K	Buy	7,878 +66	+0.8%	+$4.97K	0.55%	48
2020 Q1	$573K	Buy	7,812 +27	+0.3%	+$2.12K	0.71%	38
2019 Q4	$676K	Buy	7,785 +20	+0.3%	+$1.64K	0.63%	46
2019 Q3	$624K	Buy	7,765 +26	+0.3%	+$2.08K	0.65%	45
2019 Q2	$619K	Buy	7,739 +26	+0.3%	+$1.99K	0.65%	47
2019 Q1	$612K	Buy	7,713 +27	+0.4%	+$2.02K	0.69%	44
2018 Q4	$560K	Buy	7,686 +24	+0.3%	+$1.69K	0.73%	42
2018 Q3	$519K	Sell	7,662 -563	-7%	-$35.9K	0.52%	55
2018 Q2	$476K	Sell	8,225 -822	-9%	-$46.4K	0.52%	57
2018 Q1	$470K	Buy	+9,047	New	+$489K	0.48%	52

Other funds holding MRK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blue Chip Wealth Management's MRK Position: Q3 2020 in Review

Blue Chip Wealth Management increased its Merck (MRK) stake by 0.55% in Q3 2020, buying an estimated $3.37K and bringing the position to 7,921 shares worth $627K. The position accounts for 0.49% of the portfolio, ranked #49.

Blue Chip Wealth Management first reported a position in MRK in Q1 2018 and has held it in 11 quarters since. The position peaked at $676K in Q4 2019. 2,558 funds tracked by Wall St. Rank hold MRK as of Q3 2020.

Blue Chip Wealth Management held 7,921 shares of Merck worth $627K as of Q3 2020.
Blue Chip Wealth Management bought 43 Merck shares in Q3 2020, an estimated $3.37K.
Merck made up 0.49% of Blue Chip Wealth Management's portfolio in Q3 2020, its #49 holding.
Blue Chip Wealth Management first reported a position in Merck in Q1 2018 and has held it in 11 quarters since.
Blue Chip Wealth Management's Merck position peaked at $676K in Q4 2019.
2,558 funds tracked by Wall St. Rank held Merck as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.