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Legacy Capital Partners’s Merck MRK Stock Holding History

Legacy Capital Partners’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
Q4 		– Sell
-3,851
Closed -$305K – 141
2020
Q3 		$305K Hold
3,851
– – 0.12% 108
2020
Q2 		$284K Buy
3,851
+288
+8% +$21.7K 0.12% 113
2020
Q1 		$262K Buy
3,563
+26
+0.7% +$2.04K 0.13% 112
2019
Q4 		$307K Hold
3,537
– – 0.12% 115
2019
Q3 		$284K Hold
3,537
– – 0.12% 116
2019
Q2 		$283K Sell
3,537
-264
-7% -$20.2K 0.13% 114
2019
Q1 		$302K Buy
3,801
+264
+7% +$19.7K 0.14% 109
2018
Q4 		$258K Hold
3,537
– – 0.14% 112
2018
Q3 		$239K Hold
3,537
– – 0.11% 123
2018
Q2 		$205K Buy
+3,537
New +$200K 0.1% 123
2017
Q4 		– Sell
-5,240
Closed -$320K – 118
2017
Q3 		$320K Hold
5,240
– – 0.17% 92
2017
Q2 		$320K Buy
5,240
+1,584
+43% +$96.4K 0.17% 94
2017
Q1 		$222K Buy
3,656
+40
+1% +$2.43K 0.12% 104
2016
Q4 		$204K Hold
3,616
– – 0.12% 108
2016
Q3 		$216K Sell
3,616
-21,828
-86% -$1.28M 0.14% 106
2016
Q2 		$1.4M Buy
25,444
+251
+1% +$13.4K 0.87% 41
2016
Q1 		$1.27M Buy
25,193
+2,116
+9% +$104K 0.82% 43
2015
Q4 		$1.16M Sell
23,077
-744
-3% -$37.5K 0.75% 48
2015
Q3 		$1.12M Buy
23,821
+2,725
+13% +$145K 0.76% 47
2015
Q2 		$1.15M Buy
21,096
+691
+3% +$38.8K 0.75% 48
2015
Q1 		$1.12M Buy
20,405
+105
+0.5% +$5.95K 0.71% 49
2014
Q4 		$1.1M Buy
20,300
+3,605
+22% +$201K 0.7% 49
2014
Q3 		$945K Sell
16,695
-524
-3% -$29.4K 0.63% 54
2014
Q2 		$951K Sell
17,219
-1,886
-10% -$103K 0.62% 55
2014
Q1 		$1.03M Sell
19,105
-1,362
-7% -$70.5K 0.73% 51
2013
Q4 		$978K Buy
20,467
+2,211
+12% +$101K 0.7% 52
2013
Q3 		$830K Sell
18,256
-419
-2% -$19.1K 0.62% 54
2013
Q2 		$828K Buy
+18,675
New +$834K 0.63% 55

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Legacy Capital Partners's MRK Position: Q4 2020 in Review

Legacy Capital Partners sold out of Merck (MRK) in Q4 2020, closing a stake of 3,851 shares — an estimated $305K sold.

Legacy Capital Partners first reported a position in MRK in Q2 2013 and held it in 28 quarters. The position peaked at $1.4M in Q2 2016. 2,708 funds tracked by Wall St. Rank hold MRK as of Q4 2020.

  • Legacy Capital Partners reported no remaining Merck position as of Q4 2020 after selling out during the quarter.
  • Legacy Capital Partners sold 3,851 Merck shares in Q4 2020, an estimated $305K.
  • Legacy Capital Partners first reported a position in Merck in Q2 2013 and held it in 28 quarters.
  • Legacy Capital Partners's Merck position peaked at $1.4M in Q2 2016.
  • 2,708 funds tracked by Wall St. Rank held Merck as of Q4 2020.

Based on Legacy Capital Partners's 13F filing for Q4 2020, filed 2 Feb 2021.