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Hoover Financial Advisors’s Merck MRK Stock Holding History

Hoover Financial 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
Q2 		$1.15M Buy
14,820
+1,782
+14% +$133K 0.21% 48
2021
Q1 		$964K Sell
13,038
-661
-5% -$48.8K 0.18% 52
2020
Q4 		$1.07M Buy
13,699
+775
+6% +$59.3K 0.27% 34
2020
Q3 		$1.02M Buy
12,924
+2,943
+29% +$231K 0.34% 30
2020
Q2 		$736K Buy
9,981
+38
+0.4% +$2.86K 0.28% 36
2020
Q1 		$730K Hold
9,943
– – 0.4% 29
2019
Q4 		$863K Buy
9,943
+372
+4% +$30.6K 0.42% 30
2019
Q3 		$769K Buy
9,571
+4
+0% +$321 0.68% 18
2019
Q2 		$765K Buy
9,567
+4
+0% +$306 0.7% 18
2019
Q1 		$759K Buy
9,563
+5
+0.1% +$374 0.72% 18
2018
Q4 		$697K Buy
+9,558
New +$675K 0.77% 18

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

Hoover Financial Advisors's MRK Position: Q2 2021 in Review

Hoover Financial Advisors increased its Merck (MRK) stake by 14% in Q2 2021, buying an estimated $133K and bringing the position to 14,820 shares worth $1.15M. The position accounts for 0.21% of the portfolio, ranked #48.

Hoover Financial Advisors first reported a position in MRK in Q4 2018 and has held it in 11 quarters since. 2,673 funds tracked by Wall St. Rank hold MRK as of Q2 2021.

  • Hoover Financial Advisors held 14,820 shares of Merck worth $1.15M as of Q2 2021.
  • Hoover Financial Advisors bought 1,782 Merck shares in Q2 2021, an estimated $133K.
  • Merck made up 0.21% of Hoover Financial Advisors's portfolio in Q2 2021, its #48 holding.
  • Hoover Financial Advisors first reported a position in Merck in Q4 2018 and has held it in 11 quarters since.
  • 2,673 funds tracked by Wall St. Rank held Merck as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.