LAM
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Lountzis Asset Management’s Merck MRK Stock Holding History

Lountzis Asset 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
2021
Q4 		– Sell
-57
Closed -$4.32K – 70
2021
Q3 		$4.32K Hold
57
– – ﹤0.01% 83
2021
Q2 		$4K Sell
57
-3
-5% -$223 ﹤0.01% 78
2021
Q1 		$4.43K Hold
60
– – ﹤0.01% 77
2020
Q4 		$5K Hold
60
– – ﹤0.01% 78
2020
Q3 		$5K Hold
60
– – ﹤0.01% 66
2020
Q2 		$4K Buy
+60
New +$4.52K ﹤0.01% 68

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lountzis Asset Management's MRK Position: Q4 2021 in Review

Lountzis Asset Management sold out of Merck (MRK) in Q4 2021, closing a stake of 57 shares — an estimated $4.32K sold.

Lountzis Asset Management first reported a position in MRK in Q2 2020 and held it in 6 quarters. The position peaked at $5K in Q4 2020. 2,902 funds tracked by Wall St. Rank hold MRK as of Q4 2021.

  • Lountzis Asset Management reported no remaining Merck position as of Q4 2021 after selling out during the quarter.
  • Lountzis Asset Management sold 57 Merck shares in Q4 2021, an estimated $4.32K.
  • Lountzis Asset Management first reported a position in Merck in Q2 2020 and held it in 6 quarters.
  • Lountzis Asset Management's Merck position peaked at $5K in Q4 2020.
  • 2,902 funds tracked by Wall St. Rank held Merck as of Q4 2021.

Based on Lountzis Asset Management's 13F filing for Q4 2021, filed 26 Jan 2022.