MIM
MRK icon

Merit Investment Management’s Merck MRK Stock Holding History

Merit Investment 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
2013
Q4 		$5.2M Buy
108,923
+95,553
+715% +$4.37M 5.95% 2
2013
Q3 		$542K Hold
13,370
– – 0.65% 32
2013
Q2 		$593K Buy
+13,370
New +$597K 0.54% 36

Other funds holding MRK

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Merit Investment Management's MRK Position: Q4 2013 in Review

Merit Investment Management increased its Merck (MRK) stake by 715% in Q4 2013, buying an estimated $4.37M and bringing the position to 108,923 shares worth $5.2M. The position accounts for 5.95% of the portfolio, ranked #2.

Merit Investment Management first reported a position in MRK in Q2 2013 and has held it in 3 quarters since. 1,567 funds tracked by Wall St. Rank hold MRK as of Q4 2013.

  • Merit Investment Management held 108,923 shares of Merck worth $5.2M as of Q4 2013.
  • Merit Investment Management bought 95,553 Merck shares in Q4 2013, an estimated $4.37M.
  • Merck made up 5.95% of Merit Investment Management's portfolio in Q4 2013, its #2 holding.
  • Merit Investment Management first reported a position in Merck in Q2 2013 and has held it in 3 quarters since.
  • 1,567 funds tracked by Wall St. Rank held Merck as of Q4 2013.

Based on Merit Investment Management's 13F filing for Q4 2013, filed 11 Feb 2014.