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Huber Financial Advisors’s Merck MRK Stock Holding History

Huber 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
2019
Q3 		– Sell
-2,737
Closed -$219K – 124
2019
Q2 		$219K Sell
2,737
-7,435
-73% -$569K 0.1% 110
2019
Q1 		$807K Buy
10,172
+1,132
+13% +$84.7K 0.39% 41
2018
Q4 		$659K Sell
9,040
-158
-2% -$11.2K 0.36% 40
2018
Q3 		$623K Buy
9,198
+58
+0.6% +$3.69K 0.48% 37
2018
Q2 		$529K Buy
+9,140
New +$516K 0.48% 38

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Huber Financial Advisors's MRK Position: Q3 2019 in Review

Huber Financial Advisors sold out of Merck (MRK) in Q3 2019, closing a stake of 2,737 shares — an estimated $219K sold.

Huber Financial Advisors first reported a position in MRK in Q2 2018 and held it in 5 quarters. The position peaked at $807K in Q1 2019. 2,306 funds tracked by Wall St. Rank hold MRK as of Q3 2019.

  • Huber Financial Advisors reported no remaining Merck position as of Q3 2019 after selling out during the quarter.
  • Huber Financial Advisors sold 2,737 Merck shares in Q3 2019, an estimated $219K.
  • Huber Financial Advisors first reported a position in Merck in Q2 2018 and held it in 5 quarters.
  • Huber Financial Advisors's Merck position peaked at $807K in Q1 2019.
  • 2,306 funds tracked by Wall St. Rank held Merck as of Q3 2019.

Based on Huber Financial Advisors's 13F filing for Q3 2019, filed 30 Oct 2019.