Clear Perspective Advisors’s Merck MRK Stock Holding History

Clear Perspective Advisors’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 Q4	$569K	Sell	7,427 -483	-6%	-$38.5K	0.17%	89
2021 Q3	$594K	Hold	7,910	–	–	0.2%	80
2021 Q2	$615K	Sell	7,910 -4,274	-35%	-$318K	0.21%	79
2021 Q1	$896K	Buy	12,184 +4,752	+64%	+$351K	0.35%	61
2020 Q4	$580K	Buy	7,432 +2,835	+62%	+$217K	0.24%	78
2020 Q3	$219	Buy	4,597 +120	+3%	+$9.4K	0.1%	126
2020 Q2	$330K	Sell	4,477 -353	-7%	-$26.6K	0.18%	90
2020 Q1	$355K	Buy	4,830 +2,195	+83%	+$173K	0.24%	78
2019 Q4	$229K	Sell	2,635 -471	-15%	-$38.7K	0.14%	125
2019 Q3	$250K	Hold	3,106	–	–	0.11%	122
2019 Q2	$249K	Sell	3,106 -37	-1%	-$2.83K	0.16%	124
2019 Q1	$235K	Hold	3,143	–	–	0.17%	127
2018 Q4	$229K	Sell	3,143 -1,012	-24%	-$71.4K	0.19%	123
2018 Q3	$281K	Buy	4,155 +93	+2%	+$5.92K	0.21%	120
2018 Q2	$235K	Hold	4,062	–	–	0.16%	126
2018 Q1	$211K	Hold	4,062	–	–	0.16%	129
2017 Q4	$218K	Hold	4,062	–	–	0.17%	131
2017 Q3	$248K	Sell	4,062 -909	-18%	-$55.1K	0.2%	115
2017 Q2	$304K	Buy	4,971 +261	+6%	+$15.9K	0.26%	96
2017 Q1	$286K	Hold	4,710	–	–	0.19%	98
2016 Q4	$265K	Buy	+4,710	New	+$276K	0.18%	109

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Perspective Advisors's MRK Position: Q4 2021 in Review

Clear Perspective Advisors reduced its Merck (MRK) stake by 6.1% in Q4 2021, selling an estimated $38.5K and leaving 7,427 shares worth $569K. The position accounts for 0.17% of the portfolio, ranked #89.

Clear Perspective Advisors first reported a position in MRK in Q4 2016 and has held it in 21 quarters since. The position peaked at $896K in Q1 2021. 2,903 funds tracked by Wall St. Rank hold MRK as of Q4 2021.

Clear Perspective Advisors held 7,427 shares of Merck worth $569K as of Q4 2021.
Clear Perspective Advisors sold 483 Merck shares in Q4 2021, an estimated $38.5K.
Merck made up 0.17% of Clear Perspective Advisors's portfolio in Q4 2021, its #89 holding.
Clear Perspective Advisors first reported a position in Merck in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's Merck position peaked at $896K in Q1 2021.
2,903 funds tracked by Wall St. Rank held Merck as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.