MBE
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Michael B. Elefante’s Merck MRK Stock Holding History

Michael B. Elefante’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
2014
Q4 		$687K Sell
12,686
-7,965
-39% -$444K 0.75% 42
2014
Q3 		$1.17M Sell
20,651
-220
-1% -$12.4K 0.5% 47
2014
Q2 		$1.15M Sell
20,871
-94
-0.4% -$5.13K 0.48% 47
2014
Q1 		$1.14M Sell
20,965
-142
-0.7% -$7.35K 0.49% 45
2013
Q4 		$1.01M Buy
21,107
+163
+0.8% +$7.45K 0.46% 47
2013
Q3 		$951K Sell
20,944
-110
-0.5% -$5.02K 0.48% 50
2013
Q2 		$933K Buy
+21,054
New +$940K 0.51% 44

Other funds holding MRK

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Michael B. Elefante's MRK Position: Q4 2014 in Review

Michael B. Elefante reduced its Merck (MRK) stake by 39% in Q4 2014, selling an estimated $444K and leaving 12,686 shares worth $687K. The position accounts for 0.75% of the portfolio, ranked #42.

Michael B. Elefante first reported a position in MRK in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.17M in Q3 2014. 1,723 funds tracked by Wall St. Rank hold MRK as of Q4 2014.

  • Michael B. Elefante held 12,686 shares of Merck worth $687K as of Q4 2014.
  • Michael B. Elefante sold 7,965 Merck shares in Q4 2014, an estimated $444K.
  • Merck made up 0.75% of Michael B. Elefante's portfolio in Q4 2014, its #42 holding.
  • Michael B. Elefante first reported a position in Merck in Q2 2013 and has held it in 7 quarters since.
  • Michael B. Elefante's Merck position peaked at $1.17M in Q3 2014.
  • 1,723 funds tracked by Wall St. Rank held Merck as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.