Kaizen Advisory’s Merck MRK Stock Holding History

Kaizen Advisory’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
2018 Q4	$556K	Buy	7,623 +817	+12%	+$57.7K	0.39%	110
2018 Q3	$461K	Hold	6,806	–	–	0.24%	125
2018 Q2	$394K	Buy	6,806 +4,041	+146%	+$228K	0.2%	126
2018 Q1	$144K	Hold	2,765	–	–	0.14%	111
2017 Q4	$148K	Buy	+2,765	New	+$153K	0.09%	127

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Kaizen Advisory's MRK Position: Q4 2018 in Review

Kaizen Advisory increased its Merck (MRK) stake by 12% in Q4 2018, buying an estimated $57.7K and bringing the position to 7,623 shares worth $556K. The position accounts for 0.39% of the portfolio, ranked #110.

Kaizen Advisory first reported a position in MRK in Q4 2017 and has held it in 5 quarters since. 2,250 funds tracked by Wall St. Rank hold MRK as of Q4 2018.

Kaizen Advisory held 7,623 shares of Merck worth $556K as of Q4 2018.
Kaizen Advisory bought 817 Merck shares in Q4 2018, an estimated $57.7K.
Merck made up 0.39% of Kaizen Advisory's portfolio in Q4 2018, its #110 holding.
Kaizen Advisory first reported a position in Merck in Q4 2017 and has held it in 5 quarters since.
2,250 funds tracked by Wall St. Rank held Merck as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.