Cardan Capital Partners’s Merck MRK Stock Holding History

Cardan Capital Partners’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	$298K	Buy	3,962 +222	+6%	+$16.9K	0.03%	205
2021 Q2	$291K	Sell	3,740 -190	-5%	-$14.1K	0.03%	210
2021 Q1	$289K	Hold	3,930	–	–	0.03%	188
2020 Q4	$307K	Buy	3,930 +1,135	+41%	+$86.8K	0.04%	177
2020 Q3	$221K	Buy	+2,795	New	+$219K	0.03%	213
2019 Q2	–	Sell	-3,912	Closed	-$310K	–	172
2019 Q1	$310K	Sell	3,912 -25	-0.6%	-$1.87K	0.05%	145
2018 Q4	$287K	Hold	3,937	–	–	0.05%	144
2018 Q3	$267K	Hold	3,937	–	–	0.04%	153
2018 Q2	$228K	Sell	3,937 -801	-17%	-$45.2K	0.04%	163
2018 Q1	$246K	Buy	+4,738	New	+$256K	0.04%	163

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cardan Capital Partners's MRK Position: Q3 2021 in Review

Cardan Capital Partners increased its Merck (MRK) stake by 5.9% in Q3 2021, buying an estimated $16.9K and bringing the position to 3,962 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #205.

Cardan Capital Partners first reported a position in MRK in Q1 2018 and has held it in 10 quarters since. The position peaked at $310K in Q1 2019. 2,647 funds tracked by Wall St. Rank hold MRK as of Q3 2021.

Cardan Capital Partners held 3,962 shares of Merck worth $298K as of Q3 2021.
Cardan Capital Partners bought 222 Merck shares in Q3 2021, an estimated $16.9K.
Merck made up 0.03% of Cardan Capital Partners's portfolio in Q3 2021, its #205 holding.
Cardan Capital Partners first reported a position in Merck in Q1 2018 and has held it in 10 quarters since.
Cardan Capital Partners's Merck position peaked at $310K in Q1 2019.
2,647 funds tracked by Wall St. Rank held Merck as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.