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Legacy Wealth Management (Mississippi)’s Merck MRK Stock Holding History

Legacy Wealth Management (Mississippi)’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
-3,532
Closed -$307K – 111
2019
Q4 		$307K Buy
+3,532
New +$290K 0.27% 82

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
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s MRK Position: Q1 2020 in Review

Legacy Wealth Management (Mississippi) sold out of Merck (MRK) in Q1 2020, closing a stake of 3,532 shares — an estimated $307K sold.

Legacy Wealth Management (Mississippi) first reported a position in MRK in Q4 2019 and held it in 1 quarter. The position peaked at $307K in Q4 2019. 2,478 funds tracked by Wall St. Rank hold MRK as of Q1 2020.

  • Legacy Wealth Management (Mississippi) reported no remaining Merck position as of Q1 2020 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 3,532 Merck shares in Q1 2020, an estimated $307K.
  • Legacy Wealth Management (Mississippi) first reported a position in Merck in Q4 2019 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s Merck position peaked at $307K in Q4 2019.
  • 2,478 funds tracked by Wall St. Rank held Merck as of Q1 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2020, filed 12 Dec 2024.