LCM
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Lee Capital Management’s Merck MRK Stock Holding History

Lee Capital 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
2018
Q1 		$545K Hold
10,480
– – 0.41% 72
2017
Q4 		$563K Hold
10,480
– – 0.48% 65
2017
Q3 		$640K Hold
10,480
– – 0.52% 63
2017
Q2 		$641K Hold
10,480
– – 0.57% 62
2017
Q1 		$635K Hold
10,480
– – 0.57% 64
2016
Q4 		$589K Buy
+10,480
New +$613K 0.55% 65

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lee Capital Management's MRK Position: Q1 2018 in Review

Lee Capital Management held its Merck (MRK) position steady in Q1 2018 at 10,480 shares worth $545K. The position accounts for 0.41% of the portfolio, ranked #72.

Lee Capital Management first reported a position in MRK in Q4 2016 and has held it in 6 quarters since. The position peaked at $641K in Q2 2017. 1,993 funds tracked by Wall St. Rank hold MRK as of Q1 2018.

  • Lee Capital Management held 10,480 shares of Merck worth $545K as of Q1 2018.
  • Lee Capital Management left its Merck share count unchanged in Q1 2018.
  • Merck made up 0.41% of Lee Capital Management's portfolio in Q1 2018, its #72 holding.
  • Lee Capital Management first reported a position in Merck in Q4 2016 and has held it in 6 quarters since.
  • Lee Capital Management's Merck position peaked at $641K in Q2 2017.
  • 1,993 funds tracked by Wall St. Rank held Merck as of Q1 2018.

Based on Lee Capital Management's 13F filing for Q1 2018, filed 11 May 2018.