JA
MRK icon

JOYN Advisors’s Merck MRK Stock Holding History

JOYN 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
Q1 		$710K Buy
9,675
+3,151
+48% +$248K 0.24% 34
2019
Q4 		$566K Buy
6,524
+151
+2% +$12.4K 0.12% 45
2019
Q3 		$512K Sell
6,373
-1,174
-16% -$94.1K 0.11% 49
2019
Q2 		$599K Buy
7,547
+1,552
+26% +$119K 0.13% 51
2019
Q1 		$476K Sell
5,995
-1,504
-20% -$112K 0.11% 48
2018
Q4 		$547K Buy
7,499
+945
+14% +$66.7K 0.12% 50
2018
Q3 		$444K Buy
6,554
+175
+3% +$11.1K 0.08% 60
2018
Q2 		$369K Buy
6,379
+4,005
+169% +$226K 0.08% 72
2018
Q1 		$123K Buy
+2,374
New +$128K 0.03% 208

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JOYN Advisors's MRK Position: Q1 2020 in Review

JOYN Advisors increased its Merck (MRK) stake by 48% in Q1 2020, buying an estimated $248K and bringing the position to 9,675 shares worth $710K. The position accounts for 0.24% of the portfolio, ranked #34.

JOYN Advisors first reported a position in MRK in Q1 2018 and has held it in 9 quarters since. 2,477 funds tracked by Wall St. Rank hold MRK as of Q1 2020.

  • JOYN Advisors held 9,675 shares of Merck worth $710K as of Q1 2020.
  • JOYN Advisors bought 3,151 Merck shares in Q1 2020, an estimated $248K.
  • Merck made up 0.24% of JOYN Advisors's portfolio in Q1 2020, its #34 holding.
  • JOYN Advisors first reported a position in Merck in Q1 2018 and has held it in 9 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Merck as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.