MFM
MRK icon

MD Financial Management’s Merck MRK Stock Holding History

MD Financial 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 		$1.54M Sell
20,136
-8,757
-30% -$697K 0.04% 236
2021
Q3 		$2.17M Sell
28,893
-3,044
-10% -$232K 0.06% 166
2021
Q2 		$2.48M Sell
31,937
-5,233
-14% -$389K 0.07% 128
2021
Q1 		$2.73M Buy
37,170
+36,122
+3,447% +$2.66M 0.08% 96
2020
Q4 		$82K Buy
+1,048
New +$80.2K ﹤0.01% 57

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MD Financial Management's MRK Position: Q4 2021 in Review

MD Financial Management reduced its Merck (MRK) stake by 30% in Q4 2021, selling an estimated $697K and leaving 20,136 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #236.

MD Financial Management first reported a position in MRK in Q4 2020 and has held it in 5 quarters since. The position peaked at $2.73M in Q1 2021. 2,903 funds tracked by Wall St. Rank hold MRK as of Q4 2021.

  • MD Financial Management held 20,136 shares of Merck worth $1.54M as of Q4 2021.
  • MD Financial Management sold 8,757 Merck shares in Q4 2021, an estimated $697K.
  • Merck made up 0.04% of MD Financial Management's portfolio in Q4 2021, its #236 holding.
  • MD Financial Management first reported a position in Merck in Q4 2020 and has held it in 5 quarters since.
  • MD Financial Management's Merck position peaked at $2.73M in Q1 2021.
  • 2,903 funds tracked by Wall St. Rank held Merck as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.