IFP
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Independent Franchise Partners’s Merck MRK Stock Holding History

Independent Franchise Partners’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
2018
Q3 		– Sell
-5,310,888
Closed -$308M – 18
2018
Q2 		$308M Sell
5,310,888
-3,822,265
-42% -$216M 2.91% 15
2018
Q1 		$475M Sell
9,133,153
-1,167,947
-11% -$63.1M 4.21% 13
2017
Q4 		$553M Buy
10,301,100
+177,086
+2% +$9.82M 4.69% 11
2017
Q3 		$619M Buy
10,124,014
+429,682
+4% +$26.1M 5.54% 8
2017
Q2 		$593M Buy
9,694,332
+1,069,620
+12% +$65.1M 5.32% 10
2017
Q1 		$523M Sell
8,624,712
-170,016
-2% -$10.3M 4.99% 11
2016
Q4 		$494M Buy
8,794,728
+62,327
+0.7% +$3.65M 4.96% 12
2016
Q3 		$520M Sell
8,732,401
-1,603,121
-16% -$93.7M 5.2% 10
2016
Q2 		$568M Buy
10,335,522
+199,158
+2% +$10.6M 6.24% 8
2016
Q1 		$512M Sell
10,136,364
-145,306
-1% -$7.12M 5.78% 8
2015
Q4 		$518M Buy
10,281,670
+1,754,600
+21% +$88.5M 5.9% 8
2015
Q3 		$402M Buy
8,527,070
+280,306
+3% +$14.9M 5.09% 11
2015
Q2 		$448M Buy
+8,246,764
New +$463M 5.28% 10

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Independent Franchise Partners's MRK Position: Q3 2018 in Review

Independent Franchise Partners sold out of Merck (MRK) in Q3 2018, closing a stake of 5,310,888 shares — an estimated $308M sold.

Independent Franchise Partners first reported a position in MRK in Q2 2015 and held it in 13 quarters. The position peaked at $619M in Q3 2017. 2,057 funds tracked by Wall St. Rank hold MRK as of Q3 2018.

  • Independent Franchise Partners reported no remaining Merck position as of Q3 2018 after selling out during the quarter.
  • Independent Franchise Partners sold 5,310,888 Merck shares in Q3 2018, an estimated $308M.
  • Independent Franchise Partners first reported a position in Merck in Q2 2015 and held it in 13 quarters.
  • Independent Franchise Partners's Merck position peaked at $619M in Q3 2017.
  • 2,057 funds tracked by Wall St. Rank held Merck as of Q3 2018.

Based on Independent Franchise Partners's 13F filing for Q3 2018, filed 13 Nov 2018.