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Legacy Wealth Partners (California)’s Merck MRK Stock Holding History

Legacy Wealth Partners (California)’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
2021
Q2 		$461K Sell
5,923
-235
-4% -$17.5K 0.26% 68
2021
Q1 		$453K Sell
6,158
-181
-3% -$13.4K 0.27% 64
2020
Q4 		$495K Buy
6,339
+44
+0.7% +$3.37K 0.31% 58
2020
Q3 		$498K Sell
6,295
-575
-8% -$45K 0.35% 58
2020
Q2 		$507K Buy
6,870
+392
+6% +$29.5K 0.38% 57
2020
Q1 		$476K Hold
6,478
– – 0.44% 45
2019
Q4 		$530K Buy
+6,478
New +$532K 0.39% 63

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

Legacy Wealth Partners (California)'s MRK Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its Merck (MRK) stake by 3.8% in Q2 2021, selling an estimated $17.5K and leaving 5,923 shares worth $461K. The position accounts for 0.26% of the portfolio, ranked #68.

Legacy Wealth Partners (California) first reported a position in MRK in Q4 2019 and has held it in 7 quarters since. The position peaked at $530K in Q4 2019. 2,673 funds tracked by Wall St. Rank hold MRK as of Q2 2021.

  • Legacy Wealth Partners (California) held 5,923 shares of Merck worth $461K as of Q2 2021.
  • Legacy Wealth Partners (California) sold 235 Merck shares in Q2 2021, an estimated $17.5K.
  • Merck made up 0.26% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #68 holding.
  • Legacy Wealth Partners (California) first reported a position in Merck in Q4 2019 and has held it in 7 quarters since.
  • Legacy Wealth Partners (California)'s Merck position peaked at $530K in Q4 2019.
  • 2,673 funds tracked by Wall St. Rank held Merck as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.