Catamount Wealth Management’s Merck MRK Stock Holding History

Catamount 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
2019 Q1	$129K	Buy	1,624 +1,362	+520%	+$102K	0.07%	58
2018 Q4	$19K	Sell	262 -272	-51%	-$19.2K	0.01%	104
2018 Q3	$36K	Sell	534 -116	-18%	-$7.39K	0.02%	94
2018 Q2	$41K	Buy	650 +3	+0.5%	+$169	0.02%	85
2018 Q1	$34K	Buy	647 +2	+0.3%	+$108	0.02%	92
2017 Q4	$35K	Buy	645 +57	+10%	+$3.16K	0.02%	94
2017 Q3	$36K	Buy	588 +1	+0.2%	+$61	0.02%	92
2017 Q2	$36K	Hold	587	–	–	0.02%	96
2017 Q1	$36K	Hold	587	–	–	0.02%	94
2016 Q4	$33K	Buy	587 +105	+22%	+$6.14K	0.03%	84
2016 Q3	$29K	Sell	482 -8	-2%	-$468	0.02%	86
2016 Q2	$27K	Hold	490	–	–	0.03%	60
2016 Q1	$25K	Buy	490 +113	+30%	+$5.53K	0.03%	68
2015 Q4	$19K	Hold	377	–	–	0.02%	75
2015 Q3	$18K	Hold	377	–	–	0.02%	80
2015 Q2	$20K	Buy	377 +105	+39%	+$5.89K	0.02%	94
2015 Q1	$15K	Hold	272	–	–	0.01%	95
2014 Q4	$15K	Buy	+272	New	+$15.2K	0.01%	81

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Catamount Wealth Management's MRK Position: Q1 2019 in Review

Catamount Wealth Management increased its Merck (MRK) stake by 520% in Q1 2019, buying an estimated $102K and bringing the position to 1,624 shares worth $129K. The position accounts for 0.07% of the portfolio, ranked #58.

Catamount Wealth Management first reported a position in MRK in Q4 2014 and has held it in 18 quarters since. 2,292 funds tracked by Wall St. Rank hold MRK as of Q1 2019.

Catamount Wealth Management held 1,624 shares of Merck worth $129K as of Q1 2019.
Catamount Wealth Management bought 1,362 Merck shares in Q1 2019, an estimated $102K.
Merck made up 0.07% of Catamount Wealth Management's portfolio in Q1 2019, its #58 holding.
Catamount Wealth Management first reported a position in Merck in Q4 2014 and has held it in 18 quarters since.
2,292 funds tracked by Wall St. Rank held Merck as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.