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CA Family Wealth’s Merck MRK Stock Holding History

CA Family Wealth’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
Q1 		$240K Sell
3,265
-3,766
-54% -$296K 0.25% 25
2019
Q4 		$610K Buy
+7,031
New +$577K 0.41% 13

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
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CA Family Wealth's MRK Position: Q1 2020 in Review

CA Family Wealth reduced its Merck (MRK) stake by 54% in Q1 2020, selling an estimated $296K and leaving 3,265 shares worth $240K. The position accounts for 0.25% of the portfolio, ranked #25.

CA Family Wealth first reported a position in MRK in Q4 2019 and has held it in 2 quarters since. The position peaked at $610K in Q4 2019. 2,477 funds tracked by Wall St. Rank hold MRK as of Q1 2020.

  • CA Family Wealth held 3,265 shares of Merck worth $240K as of Q1 2020.
  • CA Family Wealth sold 3,766 Merck shares in Q1 2020, an estimated $296K.
  • Merck made up 0.25% of CA Family Wealth's portfolio in Q1 2020, its #25 holding.
  • CA Family Wealth first reported a position in Merck in Q4 2019 and has held it in 2 quarters since.
  • CA Family Wealth's Merck position peaked at $610K in Q4 2019.
  • 2,477 funds tracked by Wall St. Rank held Merck as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.