Independence Advisors’s Merck MRK Stock Holding History

Independence 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
2020 Q3	$628K	Sell	7,930 -260	-3%	-$20.4K	0.13%	46
2020 Q2	$604K	Sell	8,190 -166	-2%	-$12.5K	0.14%	44
2020 Q1	$613K	Hold	8,356	–	–	0.17%	41
2019 Q4	$725K	Sell	8,356 -9,537	-53%	-$783K	0.18%	42
2019 Q3	$1.44M	Buy	17,893 +9,490	+113%	+$761K	0.35%	30
2019 Q2	$672K	Buy	8,403 +399	+5%	+$30.6K	0.17%	45
2019 Q1	$635K	Hold	8,004	–	–	0.18%	47
2018 Q4	$584K	Sell	8,004 -119	-1%	-$8.4K	0.19%	44
2018 Q3	$550K	Buy	8,123 +259	+3%	+$16.5K	0.16%	42
2018 Q2	$455K	Hold	7,864	–	–	0.15%	46
2018 Q1	$409K	Sell	7,864 -265	-3%	-$14.3K	0.13%	49
2017 Q4	$436K	Hold	8,129	–	–	0.15%	46
2017 Q3	$497K	Sell	8,129 -2,126	-21%	-$129K	0.2%	37
2017 Q2	$627K	Sell	10,255 -680	-6%	-$41.4K	0.25%	35
2017 Q1	$663K	Sell	10,935 -170	-2%	-$10.3K	0.28%	34
2016 Q4	$624K	Sell	11,105 -2,794	-20%	-$164K	0.27%	35
2016 Q3	$828K	Buy	13,899 +466	+3%	+$27.3K	0.39%	28
2016 Q2	$738K	Buy	+13,433	New	+$715K	0.39%	24

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Independence Advisors's MRK Position: Q3 2020 in Review

Independence Advisors reduced its Merck (MRK) stake by 3.2% in Q3 2020, selling an estimated $20.4K and leaving 7,930 shares worth $628K. The position accounts for 0.13% of the portfolio, ranked #46.

Independence Advisors first reported a position in MRK in Q2 2016 and has held it in 18 quarters since. The position peaked at $1.44M in Q3 2019. 2,558 funds tracked by Wall St. Rank hold MRK as of Q3 2020.

Independence Advisors held 7,930 shares of Merck worth $628K as of Q3 2020.
Independence Advisors sold 260 Merck shares in Q3 2020, an estimated $20.4K.
Merck made up 0.13% of Independence Advisors's portfolio in Q3 2020, its #46 holding.
Independence Advisors first reported a position in Merck in Q2 2016 and has held it in 18 quarters since.
Independence Advisors's Merck position peaked at $1.44M in Q3 2019.
2,558 funds tracked by Wall St. Rank held Merck as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.