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Lehman Financial Resources’s Merck MRK Stock Holding History

Lehman Financial Resources’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
Q3 		$3.42M Buy
50,611
+1,230
+2% +$78.4K 1.61% 16
2018
Q2 		$2.86M Sell
49,381
-127
-0.3% -$7.17K 1.44% 18
2018
Q1 		$2.57M Sell
49,508
-169
-0.3% -$9.13K 1.32% 19
2017
Q4 		$2.67M Sell
49,677
-1,572
-3% -$87.1K 1.39% 20
2017
Q3 		$3.13M Sell
51,249
-325
-0.6% -$19.7K 1.59% 23
2017
Q2 		$3.17M Sell
51,574
-699
-1% -$42.5K 1.78% 20
2017
Q1 		$3.17M Buy
52,273
+115
+0.2% +$6.98K 1.75% 20
2016
Q4 		$2.93M Hold
52,158
– – 1.67% 20
2016
Q3 		$3.11M Sell
52,158
-1,362
-3% -$79.6K 1.8% 20
2016
Q2 		$2.94M Sell
53,520
-89
-0.2% -$4.74K 1.48% 20
2016
Q1 		$2.71M Buy
53,609
+1,048
+2% +$51.3K 1.44% 21
2015
Q4 		$2.65M Buy
52,561
+314
+0.6% +$15.8K 1.43% 20
2015
Q3 		$2.46M Buy
52,247
+1,048
+2% +$55.7K 1.25% 22
2015
Q2 		$2.78M Hold
51,199
– – 1.35% 20
2015
Q1 		$2.81M Buy
51,199
+105
+0.2% +$5.95K 1.29% 22
2014
Q4 		$2.77M Sell
51,094
-315
-0.6% -$17.6K 1.36% 26
2014
Q3 		$2.91M Sell
51,409
-524
-1% -$29.4K 1.52% 18
2014
Q2 		$2.87M Hold
51,933
– – 1.37% 21
2014
Q1 		$2.81M Hold
51,933
– – 1.45% 21
2013
Q4 		$2.48M Sell
51,933
-314
-0.6% -$14.4K 1.53% 23
2013
Q3 		$2.37M Sell
52,247
-419
-0.8% -$19.1K 1.52% 25
2013
Q2 		$2.33M Buy
+52,666
New +$2.35M 1.58% 21

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

Lehman Financial Resources's MRK Position: Q3 2018 in Review

Lehman Financial Resources increased its Merck (MRK) stake by 2.5% in Q3 2018, buying an estimated $78.4K and bringing the position to 50,611 shares worth $3.42M. The position accounts for 1.61% of the portfolio, ranked #16.

Lehman Financial Resources first reported a position in MRK in Q2 2013 and has held it in 22 quarters since. 2,056 funds tracked by Wall St. Rank hold MRK as of Q3 2018.

  • Lehman Financial Resources held 50,611 shares of Merck worth $3.42M as of Q3 2018.
  • Lehman Financial Resources bought 1,230 Merck shares in Q3 2018, an estimated $78.4K.
  • Merck made up 1.61% of Lehman Financial Resources's portfolio in Q3 2018, its #16 holding.
  • Lehman Financial Resources first reported a position in Merck in Q2 2013 and has held it in 22 quarters since.
  • 2,056 funds tracked by Wall St. Rank held Merck as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.