J.M. Hartwell’s Merck MRK Stock Holding History

J.M. Hartwell’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	$286K	Buy	3,560 +311	+10%	+$24.9K	0.05%	81
2019 Q2	$260K	Hold	3,249	–	–	0.05%	77
2019 Q1	$258K	Hold	3,249	–	–	0.05%	73
2018 Q4	$237K	Hold	3,249	–	–	0.05%	70
2018 Q3	$220K	Buy	+3,249	New	+$207K	0.04%	80
2017 Q2	–	Sell	-7,179	Closed	-$435K	–	87
2017 Q1	$435K	Hold	7,179	–	–	0.09%	68
2016 Q4	$403K	Sell	7,179 -127	-2%	-$7.43K	0.1%	66
2016 Q3	$435K	Hold	7,306	–	–	0.1%	64
2016 Q2	$402K	Hold	7,306	–	–	0.1%	65
2016 Q1	$369K	Hold	7,306	–	–	0.09%	67
2015 Q4	$368K	Sell	7,306 -1,257	-15%	-$63.4K	0.09%	68
2015 Q3	$404K	Hold	8,563	–	–	0.09%	69
2015 Q2	$465K	Buy	+8,563	New	+$480K	0.1%	76

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

J.M. Hartwell's MRK Position: Q3 2019 in Review

J.M. Hartwell increased its Merck (MRK) stake by 9.6% in Q3 2019, buying an estimated $24.9K and bringing the position to 3,560 shares worth $286K. The position accounts for 0.05% of the portfolio, ranked #81.

J.M. Hartwell first reported a position in MRK in Q2 2015 and has held it in 13 quarters since. The position peaked at $465K in Q2 2015. 2,305 funds tracked by Wall St. Rank hold MRK as of Q3 2019.

J.M. Hartwell held 3,560 shares of Merck worth $286K as of Q3 2019.
J.M. Hartwell bought 311 Merck shares in Q3 2019, an estimated $24.9K.
Merck made up 0.05% of J.M. Hartwell's portfolio in Q3 2019, its #81 holding.
J.M. Hartwell first reported a position in Merck in Q2 2015 and has held it in 13 quarters since.
J.M. Hartwell's Merck position peaked at $465K in Q2 2015.
2,305 funds tracked by Wall St. Rank held Merck as of Q3 2019.

Based on J.M. Hartwell's 13F filing for Q3 2019, filed 7 Oct 2019.