Epstein & White Financial’s Merck MRK Stock Holding History

Epstein & White Financial’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 Q4	–	Sell	-3,059	Closed	-$248K	–	87
2020 Q3	$248K	Sell	3,059 -639	-17%	-$50.1K	0.09%	61
2020 Q2	$276K	Sell	3,698 -2,003	-35%	-$151K	0.1%	51
2020 Q1	$419K	Buy	+5,701	New	+$448K	0.18%	41
2019 Q4	–	Sell	-9,193	Closed	-$741K	–	81
2019 Q3	$741K	Buy	9,193 +420	+5%	+$33.7K	0.36%	31
2019 Q2	$672K	Buy	8,773 +3,750	+75%	+$287K	0.36%	31
2019 Q1	$395K	Buy	+5,023	New	+$376K	0.23%	47
2018 Q2	–	Sell	-6,438	Closed	-$325K	–	112
2018 Q1	$325K	Sell	6,438 -49	-0.8%	-$2.65K	0.21%	77
2017 Q4	$348K	Buy	+6,487	New	+$360K	0.2%	70

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Epstein & White Financial's MRK Position: Q4 2020 in Review

Epstein & White Financial sold out of Merck (MRK) in Q4 2020, closing a stake of 3,059 shares — an estimated $248K sold.

Epstein & White Financial first reported a position in MRK in Q4 2017 and held it in 8 quarters. The position peaked at $741K in Q3 2019. 2,708 funds tracked by Wall St. Rank hold MRK as of Q4 2020.

Epstein & White Financial reported no remaining Merck position as of Q4 2020 after selling out during the quarter.
Epstein & White Financial sold 3,059 Merck shares in Q4 2020, an estimated $248K.
Epstein & White Financial first reported a position in Merck in Q4 2017 and held it in 8 quarters.
Epstein & White Financial's Merck position peaked at $741K in Q3 2019.
2,708 funds tracked by Wall St. Rank held Merck as of Q4 2020.

Based on Epstein & White Financial's 13F filing for Q4 2020, filed 25 Jan 2021.