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Lenox Wealth Management’s Merck MRK Stock Holding History

Lenox Wealth 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
2020
Q2 		$62K Buy
845
+85
+11% +$6.4K 0.02% 232
2020
Q1 		$56K Buy
760
+34
+5% +$2.67K 0.02% 236
2019
Q4 		$63K Sell
726
-105
-13% -$8.62K 0.02% 254
2019
Q3 		$67K Buy
831
+157
+23% +$12.6K 0.02% 240
2019
Q2 		$54K Sell
674
-116
-15% -$8.88K 0.02% 243
2019
Q1 		$63K Hold
790
– – 0.02% 227
2018
Q4 		$58K Buy
790
+39
+5% +$2.75K 0.02% 203
2018
Q3 		$51K Sell
751
-1,631
-68% -$104K 0.02% 234
2018
Q2 		$139K Buy
2,382
+395
+20% +$22.3K 0.04% 150
2018
Q1 		$104K Buy
1,987
+166
+9% +$8.96K 0.03% 168
2017
Q4 		$99K Buy
1,821
+10
+0.6% +$554 0.03% 164
2017
Q3 		$111K Buy
1,811
+750
+71% +$45.5K 0.04% 156
2017
Q2 		$65K Sell
1,061
-498
-32% -$30.3K 0.03% 187
2017
Q1 		$95K Buy
1,559
+298
+24% +$18.1K 0.07% 58
2016
Q4 		$71K Buy
1,261
+264
+26% +$15.4K 0.05% 84
2016
Q3 		$59K Sell
997
-157
-14% -$9.18K 0.05% 94
2016
Q2 		$63K Buy
1,154
+293
+34% +$15.6K 0.05% 92
2016
Q1 		$43K Buy
861
+194
+29% +$9.5K 0.03% 118
2015
Q4 		$34K Sell
667
-25
-4% -$1.26K 0.03% 124
2015
Q3 		$33K Sell
692
-1
-0.1% -$53 0.03% 83
2015
Q2 		$38K Buy
693
+56
+9% +$3.14K 0.03% 83
2015
Q1 		$35K Buy
637
+89
+16% +$5.04K 0.02% 91
2014
Q4 		$29K Hold
548
– – 0.02% 93
2014
Q3 		$31K Buy
548
+46
+9% +$2.58K 0.02% 95
2014
Q2 		$28K Buy
502
+179
+55% +$9.77K 0.02% 95
2014
Q1 		$17K Hold
323
– – 0.01% 125
2013
Q4 		$15K Buy
+323
New +$14.8K 0.01% 130

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Lenox Wealth Management's MRK Position: Q2 2020 in Review

Lenox Wealth Management increased its Merck (MRK) stake by 11% in Q2 2020, buying an estimated $6.4K and bringing the position to 845 shares worth $62K. The position accounts for 0.02% of the portfolio, ranked #232.

Lenox Wealth Management first reported a position in MRK in Q4 2013 and has held it in 27 quarters since. The position peaked at $139K in Q2 2018. 2,495 funds tracked by Wall St. Rank hold MRK as of Q2 2020.

  • Lenox Wealth Management held 845 shares of Merck worth $62K as of Q2 2020.
  • Lenox Wealth Management bought 85 Merck shares in Q2 2020, an estimated $6.4K.
  • Merck made up 0.02% of Lenox Wealth Management's portfolio in Q2 2020, its #232 holding.
  • Lenox Wealth Management first reported a position in Merck in Q4 2013 and has held it in 27 quarters since.
  • Lenox Wealth Management's Merck position peaked at $139K in Q2 2018.
  • 2,495 funds tracked by Wall St. Rank held Merck as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.