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Financial & Investment Management Group’s Merck MRK Stock Holding History

Financial & Investment Management Group’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
2018
Q4 		$7M Sell
96,067
-12,248
-11% -$865K 2.55% 7
2018
Q3 		$7.33M Sell
108,315
-3,812
-3% -$243K 2.41% 10
2018
Q2 		$6.49M Sell
112,127
-2,090
-2% -$118K 2.05% 15
2018
Q1 		$5.94M Buy
114,217
+21,286
+23% +$1.15M 1.91% 16
2017
Q4 		$4.99M Buy
+92,931
New +$5.15M 1.73% 21

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial & Investment Management Group's MRK Position: Q4 2018 in Review

Financial & Investment Management Group reduced its Merck (MRK) stake by 11% in Q4 2018, selling an estimated $865K and leaving 96,067 shares worth $7M. The position accounts for 2.55% of the portfolio, ranked #7.

Financial & Investment Management Group first reported a position in MRK in Q4 2017 and has held it in 5 quarters since. The position peaked at $7.33M in Q3 2018. 2,251 funds tracked by Wall St. Rank hold MRK as of Q4 2018.

  • Financial & Investment Management Group held 96,067 shares of Merck worth $7M as of Q4 2018.
  • Financial & Investment Management Group sold 12,248 Merck shares in Q4 2018, an estimated $865K.
  • Merck made up 2.55% of Financial & Investment Management Group's portfolio in Q4 2018, its #7 holding.
  • Financial & Investment Management Group first reported a position in Merck in Q4 2017 and has held it in 5 quarters since.
  • Financial & Investment Management Group's Merck position peaked at $7.33M in Q3 2018.
  • 2,251 funds tracked by Wall St. Rank held Merck as of Q4 2018.

Based on Financial & Investment Management Group's 13F filing for Q4 2018, filed 30 Jan 2019.