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Jupiter Investment Management’s Merck MRK Stock Holding History

Jupiter Investment Management’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
Q2 		$94.1M Sell
1,274,865
-292,880
-19% -$22M 1.5% 10
2020
Q1 		$115M Buy
1,567,745
+95,140
+6% +$7.48M 2.24% 5
2019
Q4 		$128M Buy
1,472,605
+734,024
+99% +$60.3M 1.77% 5
2019
Q3 		$59.3M Sell
738,581
-492,899
-40% -$39.5M 0.77% 35
2019
Q2 		$98.5M Buy
1,231,480
+722,518
+142% +$55.3M 1.01% 27
2019
Q1 		$40.4M Buy
508,962
+463,021
+1,008% +$34.6M 0.37% 82
2018
Q4 		$3.35M Buy
45,941
+45,546
+11,531% +$3.22M 0.03% 189
2018
Q3 		$26K Sell
395
-146,924
-100% -$9.36M ﹤0.01% 354
2018
Q2 		$8.53M Buy
147,319
+40,431
+38% +$2.28M 0.06% 173
2018
Q1 		$5.55M Sell
106,888
-43,313
-29% -$2.34M 0.04% 185
2017
Q4 		$8.06M Buy
150,201
+149,040
+12,837% +$8.26M 0.07% 155
2017
Q3 		$70K Buy
1,161
+370
+47% +$22.4K ﹤0.01% 319
2017
Q2 		$48K Sell
791
-47
-6% -$2.86K ﹤0.01% 373
2017
Q1 		$50K Sell
838
-5,555
-87% -$337K ﹤0.01% 362
2016
Q4 		$359K Buy
+6,393
New +$374K 0.01% 286
2016
Q1 		– Sell
-7,773
Closed -$391K – 499
2015
Q4 		$391K Buy
7,773
+5,816
+297% +$293K 0.01% 204
2015
Q3 		$92K Sell
1,957
-2,130
-52% -$113K ﹤0.01% 307
2015
Q2 		$222K Sell
4,087
-14,680
-78% -$823K 0.01% 229
2015
Q1 		$1.03M Buy
+18,767
New +$1.06M 0.03% 223
2014
Q3 		– Sell
-45,588
Closed -$2.52M – 369
2014
Q2 		$2.52M Buy
+45,588
New +$2.49M 0.14% 130
2014
Q1 		– Sell
-34,270
Closed -$1.64M – 388
2013
Q4 		$1.64M Buy
34,270
+2,201
+7% +$101K 0.14% 185
2013
Q3 		$1.46M Buy
+32,069
New +$1.46M 0.14% 186

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Jupiter Investment Management's MRK Position: Q2 2020 in Review

Jupiter Investment Management reduced its Merck (MRK) stake by 19% in Q2 2020, selling an estimated $22M and leaving 1,274,865 shares worth $94.1M. The position accounts for 1.5% of the portfolio, ranked #10.

Jupiter Investment Management first reported a position in MRK in Q3 2013 and has held it in 22 quarters since. The position peaked at $128M in Q4 2019. 2,495 funds tracked by Wall St. Rank hold MRK as of Q2 2020.

  • Jupiter Investment Management held 1,274,865 shares of Merck worth $94.1M as of Q2 2020.
  • Jupiter Investment Management sold 292,880 Merck shares in Q2 2020, an estimated $22M.
  • Merck made up 1.5% of Jupiter Investment Management's portfolio in Q2 2020, its #10 holding.
  • Jupiter Investment Management first reported a position in Merck in Q3 2013 and has held it in 22 quarters since.
  • Jupiter Investment Management's Merck position peaked at $128M in Q4 2019.
  • 2,495 funds tracked by Wall St. Rank held Merck as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.