MCM
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Marsico Capital Management’s Merck MRK Stock Holding History

Marsico Capital 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
2017
Q4 		– Sell
-678,981
Closed -$41.5M – 96
2017
Q3 		$41.5M Sell
678,981
-4,590
-0.7% -$278K 1.66% 19
2017
Q2 		$41.8M Buy
683,571
+214,673
+46% +$13.1M 1.75% 17
2017
Q1 		$28.4M Buy
+468,898
New +$28.4M 1.23% 25
2015
Q2 		– Sell
-2,260,712
Closed -$124M – 95
2015
Q1 		$124M Buy
2,260,712
+1,807,850
+399% +$102M 1.05% 30
2014
Q4 		$24.5M Buy
+452,862
New +$25.2M 0.2% 52

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Marsico Capital Management's MRK Position: Q4 2017 in Review

Marsico Capital Management sold out of Merck (MRK) in Q4 2017, closing a stake of 678,981 shares — an estimated $41.5M sold.

Marsico Capital Management first reported a position in MRK in Q4 2014 and held it in 5 quarters. The position peaked at $124M in Q1 2015. 2,009 funds tracked by Wall St. Rank hold MRK as of Q4 2017.

  • Marsico Capital Management reported no remaining Merck position as of Q4 2017 after selling out during the quarter.
  • Marsico Capital Management sold 678,981 Merck shares in Q4 2017, an estimated $41.5M.
  • Marsico Capital Management first reported a position in Merck in Q4 2014 and held it in 5 quarters.
  • Marsico Capital Management's Merck position peaked at $124M in Q1 2015.
  • 2,009 funds tracked by Wall St. Rank held Merck as of Q4 2017.

Based on Marsico Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.