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Indie Asset Partners’s Merck MRK Stock Holding History

Indie Asset 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
2021
Q2 		– Sell
-2,799
Closed -$206K – 131
2021
Q1 		$206K Hold
2,799
– – 0.23% 112
2020
Q4 		$218K Sell
2,799
-275
-9% -$21K 0.25% 98
2020
Q3 		$243K Hold
3,074
– – 0.3% 76
2020
Q2 		$237K Sell
3,074
-1,289
-30% -$97K 0.3% 77
2020
Q1 		$320K Buy
+4,363
New +$343K 0.4% 50

Other funds holding MRK

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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

Indie Asset Partners's MRK Position: Q2 2021 in Review

Indie Asset Partners sold out of Merck (MRK) in Q2 2021, closing a stake of 2,799 shares — an estimated $206K sold.

Indie Asset Partners first reported a position in MRK in Q1 2020 and held it in 5 quarters. The position peaked at $320K in Q1 2020. 2,673 funds tracked by Wall St. Rank hold MRK as of Q2 2021.

  • Indie Asset Partners reported no remaining Merck position as of Q2 2021 after selling out during the quarter.
  • Indie Asset Partners sold 2,799 Merck shares in Q2 2021, an estimated $206K.
  • Indie Asset Partners first reported a position in Merck in Q1 2020 and held it in 5 quarters.
  • Indie Asset Partners's Merck position peaked at $320K in Q1 2020.
  • 2,673 funds tracked by Wall St. Rank held Merck as of Q2 2021.

Based on Indie Asset Partners's 13F filing for Q2 2021, filed 11 Aug 2021.