Lee Capital Holdings’s Merck MRK Stock Holding History

Lee Capital Holdings’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	–	Sell	-10,480	Closed	-$910K	–	69
2019 Q4	$910K	Hold	10,480	–	–	0.84%	39
2019 Q3	$842K	Hold	10,480	–	–	0.79%	38
2019 Q2	$839K	Hold	10,480	–	–	0.9%	39
2019 Q1	$832K	Hold	10,480	–	–	0.93%	37
2018 Q4	$764K	Hold	10,480	–	–	1.14%	30
2018 Q3	$709K	Hold	10,480	–	–	0.51%	61
2018 Q2	$607K	Buy	+10,480	New	+$591K	0.43%	61

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Lee Capital Holdings's MRK Position: Q1 2020 in Review

Lee Capital Holdings sold out of Merck (MRK) in Q1 2020, closing a stake of 10,480 shares — an estimated $910K sold.

Lee Capital Holdings first reported a position in MRK in Q2 2018 and held it in 7 quarters. The position peaked at $910K in Q4 2019. 2,478 funds tracked by Wall St. Rank hold MRK as of Q1 2020.

Lee Capital Holdings reported no remaining Merck position as of Q1 2020 after selling out during the quarter.
Lee Capital Holdings sold 10,480 Merck shares in Q1 2020, an estimated $910K.
Lee Capital Holdings first reported a position in Merck in Q2 2018 and held it in 7 quarters.
Lee Capital Holdings's Merck position peaked at $910K in Q4 2019.
2,478 funds tracked by Wall St. Rank held Merck as of Q1 2020.

Based on Lee Capital Holdings's 13F filing for Q1 2020, filed 14 May 2020.