KIG
MRK icon

Kovitz Investment Group’s Merck MRK Stock Holding History

Kovitz Investment Group’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
2015
Q4 		$326K Buy
6,464
+196
+3% +$9.88K 0.02% 112
2015
Q3 		$295K Sell
6,268
-175
-3% -$9.3K 0.02% 92
2015
Q2 		$350K Hold
6,443
– – 0.02% 94
2015
Q1 		$353K Sell
6,443
-97
-1% -$5.49K 0.02% 90
2014
Q4 		$354K Sell
6,540
-383
-6% -$21.3K 0.02% 98
2014
Q3 		$392K Buy
6,923
+272
+4% +$15.3K 0.02% 88
2014
Q2 		$367K Sell
6,651
-825
-11% -$45K 0.02% 89
2014
Q1 		$315K Sell
7,476
-947
-11% -$49K 0.02% 97
2013
Q4 		$402K Buy
8,423
+83
+1% +$3.79K 0.02% 96
2013
Q3 		$379K Sell
8,340
-74
-0.9% -$3.38K 0.02% 96
2013
Q2 		$373K Buy
+8,414
New +$376K 0.02% 92

Other funds holding MRK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return