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Kays Financial Advisory’s Merck MRK Stock Holding History

Kays Financial 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
2019
Q4 		– Sell
-2,866
Closed -$230K – 109
2019
Q3 		$230K Buy
2,866
+56
+2% +$4.49K 0.04% 100
2019
Q2 		$225K Buy
2,810
+5
+0.2% +$383 0.04% 103
2019
Q1 		$223K Buy
+2,805
New +$210K 0.04% 103

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kays Financial Advisory's MRK Position: Q4 2019 in Review

Kays Financial Advisory sold out of Merck (MRK) in Q4 2019, closing a stake of 2,866 shares — an estimated $230K sold.

Kays Financial Advisory first reported a position in MRK in Q1 2019 and held it in 3 quarters. The position peaked at $230K in Q3 2019. 2,537 funds tracked by Wall St. Rank hold MRK as of Q4 2019.

  • Kays Financial Advisory reported no remaining Merck position as of Q4 2019 after selling out during the quarter.
  • Kays Financial Advisory sold 2,866 Merck shares in Q4 2019, an estimated $230K.
  • Kays Financial Advisory first reported a position in Merck in Q1 2019 and held it in 3 quarters.
  • Kays Financial Advisory's Merck position peaked at $230K in Q3 2019.
  • 2,537 funds tracked by Wall St. Rank held Merck as of Q4 2019.

Based on Kays Financial Advisory's 13F filing for Q4 2019, filed 27 Jan 2020.