LifePlan Financial Group’s Merck MRK Stock Holding History

LifePlan Financial Group’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 Q3	$12K	Buy	154 +105	+214%	+$8.22K	0.01%	393
2020 Q2	$4K	Hold	49	–	–	﹤0.01%	499
2020 Q1	$4K	Hold	49	–	–	﹤0.01%	474
2019 Q4	$4K	Hold	49	–	–	﹤0.01%	482
2019 Q3	$4K	Hold	49	–	–	﹤0.01%	479
2019 Q2	$4K	Hold	49	–	–	﹤0.01%	475
2019 Q1	$4K	Sell	49 -7	-13%	-$524	﹤0.01%	476
2018 Q4	$4K	Hold	56	–	–	﹤0.01%	463
2018 Q3	$4K	Hold	56	–	–	﹤0.01%	460
2018 Q2	$3K	Sell	56 -27	-33%	-$1.52K	﹤0.01%	465
2018 Q1	$4K	Buy	+83	New	+$4.48K	﹤0.01%	433

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LifePlan Financial Group's MRK Position: Q3 2020 in Review

LifePlan Financial Group increased its Merck (MRK) stake by 214% in Q3 2020, buying an estimated $8.22K and bringing the position to 154 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #393.

LifePlan Financial Group first reported a position in MRK in Q1 2018 and has held it in 11 quarters since. 2,558 funds tracked by Wall St. Rank hold MRK as of Q3 2020.

LifePlan Financial Group held 154 shares of Merck worth $12K as of Q3 2020.
LifePlan Financial Group bought 105 Merck shares in Q3 2020, an estimated $8.22K.
Merck made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #393 holding.
LifePlan Financial Group first reported a position in Merck in Q1 2018 and has held it in 11 quarters since.
2,558 funds tracked by Wall St. Rank held Merck as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.