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Harvest Group Wealth Management’s Merck MRK Stock Holding History

Harvest Group Wealth Management’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
Q1 		– Sell
-2,436
Closed -$190K – 447
2020
Q4 		$190K Hold
2,436
– – 0.11% 42
2020
Q3 		$193K Hold
2,436
– – 0.13% 37
2020
Q2 		$179K Hold
2,436
– – 0.15% 36
2020
Q1 		$178K Hold
2,436
– – 0.18% 38
2019
Q4 		$211K Buy
2,436
+16
+0.7% +$1.31K 0.18% 31
2019
Q3 		$194K Buy
2,420
+16
+0.7% +$1.28K 0.24% 27
2019
Q2 		$192K Buy
2,404
+16
+0.7% +$1.23K 0.25% 25
2019
Q1 		$190K Buy
+2,388
New +$179K 0.17% 36

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harvest Group Wealth Management's MRK Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Merck (MRK) in Q1 2021, closing a stake of 2,436 shares — an estimated $190K sold.

Harvest Group Wealth Management first reported a position in MRK in Q1 2019 and held it in 8 quarters. The position peaked at $211K in Q4 2019. 2,686 funds tracked by Wall St. Rank hold MRK as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Merck position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 2,436 Merck shares in Q1 2021, an estimated $190K.
  • Harvest Group Wealth Management first reported a position in Merck in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Merck position peaked at $211K in Q4 2019.
  • 2,686 funds tracked by Wall St. Rank held Merck as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.