Johanson Financial Advisors’s Merck MRK Stock Holding History

Johanson 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
2021 Q4	$226K	Buy	2,947 +54	+2%	+$4.3K	0.07%	120
2021 Q3	$217K	Hold	2,893	–	–	0.07%	112
2021 Q2	$225K	Sell	2,893 -123	-4%	-$9.15K	0.08%	109
2021 Q1	$220K	Sell	3,016 -28	-0.9%	-$2.06K	0.08%	108
2020 Q4	$238K	Buy	3,044 +14	+0.5%	+$1.07K	0.1%	98
2020 Q3	$235K	Buy	3,030 +14	+0.5%	+$1.1K	0.11%	93
2020 Q2	$223K	Buy	3,016 +97	+3%	+$7.3K	0.11%	89
2020 Q1	$214K	Sell	2,919 -268,954	-99%	-$21.1M	0.12%	88
2019 Q4	$2.85M	Buy	271,873 +268,844	+8,876%	+$22.1M	0.14%	87
2019 Q3	$244K	Sell	3,029 -1	-0%	-$80	0.13%	85
2019 Q2	$242K	Buy	3,030 +16	+0.5%	+$1.23K	0.13%	90
2019 Q1	$238K	Buy	+3,014	New	+$225K	0.13%	90

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Johanson Financial Advisors's MRK Position: Q4 2021 in Review

Johanson Financial Advisors increased its Merck (MRK) stake by 1.9% in Q4 2021, buying an estimated $4.3K and bringing the position to 2,947 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #120.

Johanson Financial Advisors first reported a position in MRK in Q1 2019 and has held it in 12 quarters since. The position peaked at $2.85M in Q4 2019. 2,902 funds tracked by Wall St. Rank hold MRK as of Q4 2021.

Johanson Financial Advisors held 2,947 shares of Merck worth $226K as of Q4 2021.
Johanson Financial Advisors bought 54 Merck shares in Q4 2021, an estimated $4.3K.
Merck made up 0.07% of Johanson Financial Advisors's portfolio in Q4 2021, its #120 holding.
Johanson Financial Advisors first reported a position in Merck in Q1 2019 and has held it in 12 quarters since.
Johanson Financial Advisors's Merck position peaked at $2.85M in Q4 2019.
2,902 funds tracked by Wall St. Rank held Merck as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.