Cavalier Investments’s Merck MRK Stock Holding History

Cavalier Investments’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	–	Sell	-17,790	Closed	-$1.38M	–	103
2021 Q2	$1.38M	Sell	17,790 -854	-5%	-$63.5K	0.5%	80
2021 Q1	$1.37M	Buy	18,644 +3,931	+27%	+$290K	0.6%	69
2020 Q4	$1.15M	Buy	14,713 +3,679	+33%	+$281K	0.52%	79
2020 Q3	$873K	Sell	11,034 -6,404	-37%	-$502K	0.59%	44
2020 Q2	$1.29M	Buy	+17,438	New	+$1.31M	0.74%	35
2019 Q1	–	Sell	-16,391	Closed	-$1.2M	–	155
2018 Q4	$1.2M	Buy	+16,391	New	+$1.16M	0.39%	43

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

Cavalier Investments's MRK Position: Q3 2021 in Review

Cavalier Investments sold out of Merck (MRK) in Q3 2021, closing a stake of 17,790 shares — an estimated $1.38M sold.

Cavalier Investments first reported a position in MRK in Q4 2018 and held it in 6 quarters. The position peaked at $1.38M in Q2 2021. 2,647 funds tracked by Wall St. Rank hold MRK as of Q3 2021.

Cavalier Investments reported no remaining Merck position as of Q3 2021 after selling out during the quarter.
Cavalier Investments sold 17,790 Merck shares in Q3 2021, an estimated $1.38M.
Cavalier Investments first reported a position in Merck in Q4 2018 and held it in 6 quarters.
Cavalier Investments's Merck position peaked at $1.38M in Q2 2021.
2,647 funds tracked by Wall St. Rank held Merck as of Q3 2021.

Based on Cavalier Investments's 13F filing for Q3 2021, filed 2 Nov 2021.