Gideon Capital Advisors’s Merck MRK Stock Holding History

Gideon Capital 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
2019 Q4	–	Sell	-23,614	Closed	-$1.9M	–	351
2019 Q3	$1.9M	Buy	23,614 +14,439	+157%	+$1.16M	0.62%	51
2019 Q2	$734K	Buy	9,175 +5,385	+142%	+$412K	0.25%	147
2019 Q1	$301K	Buy	+3,790	New	+$283K	0.11%	279
2018 Q1	–	Sell	-4,657	Closed	-$250K	–	427
2017 Q4	$250K	Buy	+4,657	New	+$258K	0.22%	206
2017 Q1	–	Sell	-5,038	Closed	-$283K	–	469
2016 Q4	$283K	Buy	+5,038	New	+$295K	0.18%	279

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gideon Capital Advisors's MRK Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Merck (MRK) in Q4 2019, closing a stake of 23,614 shares — an estimated $1.9M sold.

Gideon Capital Advisors first reported a position in MRK in Q4 2016 and held it in 5 quarters. The position peaked at $1.9M in Q3 2019. 2,537 funds tracked by Wall St. Rank hold MRK as of Q4 2019.

Gideon Capital Advisors reported no remaining Merck position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 23,614 Merck shares in Q4 2019, an estimated $1.9M.
Gideon Capital Advisors first reported a position in Merck in Q4 2016 and held it in 5 quarters.
Gideon Capital Advisors's Merck position peaked at $1.9M in Q3 2019.
2,537 funds tracked by Wall St. Rank held Merck as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.